FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.64M
3
+$5.99M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.49M
5
LYB icon
LyondellBasell Industries
LYB
+$4.77M

Top Sells

1
+$7.82M
2
+$5.33M
3
+$4.15M
4
HAL icon
Halliburton
HAL
+$3.01M
5
DD
Du Pont De Nemours E I
DD
+$2.67M

Sector Composition

1 Industrials 29.08%
2 Financials 9.82%
3 Technology 9.08%
4 Healthcare 7.95%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.38M 0.43%
133,406
+5,199
52
$6.38M 0.43%
87,752
+60
53
$6.34M 0.42%
59,233
+3,402
54
$6.32M 0.42%
83,050
-2,065
55
$6.29M 0.42%
33,621
-157
56
$6.27M 0.42%
24,796
-1,024
57
$6.15M 0.41%
45,317
-39,281
58
$6.15M 0.41%
109,641
-1,324
59
$6.13M 0.41%
29,826
-438
60
$6.07M 0.41%
71,686
-1,583
61
$6.02M 0.4%
67,513
-726
62
$5.99M 0.4%
+75,088
63
$5.98M 0.4%
56,832
-5,329
64
$5.96M 0.4%
146,617
+29,234
65
$5.88M 0.39%
119,352
+11,832
66
$5.87M 0.39%
128,158
+7,058
67
$5.83M 0.39%
158,992
-3,932
68
$5.77M 0.39%
94,004
-4,339
69
$5.76M 0.38%
30,885
+2,122
70
$5.65M 0.38%
77,931
+63,653
71
$5.6M 0.37%
69,062
+3,164
72
$5.59M 0.37%
22,576
-651
73
$5.48M 0.37%
102,690
+203
74
$5.36M 0.36%
47,769
-528
75
$5.2M 0.35%
87,829
+83
1 2
3
4 5