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
$484M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$1.75M
3
+$1.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M

Top Sells

1
+$813K
2
+$558K
3
+$527K
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$496K
5
EVER
Everbank Financial Corp
EVER
+$367K

Sector Composition

1 Healthcare 11.81%
2 Industrials 11.22%
3 Energy 10.97%
4 Financials 10.25%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$29K 0.01%
330
727
$29K 0.01%
217
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728
$28K 0.01%
566
729
$28K 0.01%
+2,000
730
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731
$28K 0.01%
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732
$28K 0.01%
614
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733
$28K 0.01%
3,000
734
$28K 0.01%
893
735
$27K 0.01%
1,804
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736
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737
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743
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748
$26K 0.01%
530
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749
$26K 0.01%
337
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750
$26K 0.01%
836
28 29
30
31 32