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
726
$25K 0.01%
+1,200
727
$25K 0.01%
+796
728
$25K 0.01%
+497
729
$25K 0.01%
+1
730
$25K 0.01%
+884
731
$25K 0.01%
+488
732
$25K 0.01%
+676
733
$25K 0.01%
+1,500
734
$25K 0.01%
+765
735
$24K 0.01%
+900
736
$24K 0.01%
+1,025
737
$24K 0.01%
+2,585
738
$24K 0.01%
+1,892
739
$24K 0.01%
+363
740
$24K 0.01%
+1,000
741
$24K 0.01%
+92
742
$24K 0.01%
+545
743
$24K 0.01%
+345
744
$24K 0.01%
+1,500
745
$24K 0.01%
+330
746
$24K 0.01%
+1,000
747
$24K 0.01%
+2,500
748
$24K 0.01%
+501
749
$24K 0.01%
+500
750
$24K 0.01%
+283
28 29
30
31 32