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
$1.25B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$8.95M
3
+$8.17M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
MPC icon
Marathon Petroleum
MPC
+$3.22M

Top Sells

1
+$12.3M
2
+$4.41M
3
+$4.22M
4
ALL icon
Allstate
ALL
+$3.62M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M

Sector Composition

1 Industrials 26.61%
2 Financials 9.29%
3 Technology 8.43%
4 Healthcare 8.25%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$36K ﹤0.01%
705
702
$35K ﹤0.01%
1,645
-1,581
703
$35K ﹤0.01%
6,933
+2,412
704
$35K ﹤0.01%
+2,000
705
$35K ﹤0.01%
+589
706
$35K ﹤0.01%
591
-21
707
$35K ﹤0.01%
1,700
-6,800
708
$34K ﹤0.01%
931
+100
709
$34K ﹤0.01%
5,615
710
$34K ﹤0.01%
714
711
$34K ﹤0.01%
600
712
$34K ﹤0.01%
1,111
-170
713
$34K ﹤0.01%
56
714
$33K ﹤0.01%
2,467
+27
715
$33K ﹤0.01%
1,045
716
$33K ﹤0.01%
620
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717
$33K ﹤0.01%
579
718
$33K ﹤0.01%
620
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719
$33K ﹤0.01%
1,085
720
$33K ﹤0.01%
2,043
-233
721
$32K ﹤0.01%
418
722
$32K ﹤0.01%
1,104
723
$31K ﹤0.01%
407
-150
724
$31K ﹤0.01%
1,125
725
$31K ﹤0.01%
308
-85
27 28
29
30 31