FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 15.28%
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.27M
3
+$7.93M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.85M
5
CVX icon
Chevron
CVX
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.62%
4 Financials 9.7%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$27K 0.01%
+4,521
702
$27K 0.01%
+1,200
703
$27K 0.01%
+400
704
$27K 0.01%
+1,270
705
$27K 0.01%
+1,170
706
$27K 0.01%
+14
707
$27K 0.01%
+1,034
708
$27K 0.01%
+408
709
$27K 0.01%
+1,832
710
$27K 0.01%
+800
711
$27K 0.01%
+2,000
712
$26K 0.01%
+315
713
$26K 0.01%
+737
714
$26K 0.01%
+705
715
$26K 0.01%
+390
716
$26K 0.01%
+1,571
717
$26K 0.01%
+649
718
$26K 0.01%
+1,007
719
$26K 0.01%
+2
720
$25K 0.01%
+566
721
$25K 0.01%
+1,200
722
$25K 0.01%
+296
723
$25K 0.01%
+1,237
724
$25K 0.01%
+1,221
725
$25K 0.01%
+727
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