FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.68M
3
+$1.56M
4
NKE icon
Nike
NKE
+$1.48M
5
ABBV icon
AbbVie
ABBV
+$1.46M

Top Sells

1
+$1.79M
2
+$1.4M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.18M
5
EMR icon
Emerson Electric
EMR
+$1.06M

Sector Composition

1 Industrials 12.3%
2 Healthcare 12.12%
3 Technology 10.55%
4 Financials 10.51%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$40K 0.01%
510
-50
727
$40K 0.01%
38
+6
728
$40K 0.01%
1,125
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729
$40K 0.01%
735
-24
730
$40K 0.01%
813
-50
731
$39K 0.01%
280
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732
$39K 0.01%
797
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733
$39K 0.01%
699
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734
$39K 0.01%
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735
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607
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736
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364
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737
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740
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741
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743
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1,515
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$38K 0.01%
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$37K 0.01%
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747
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748
$37K 0.01%
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749
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228
750
$37K 0.01%
2,827
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28 29
30
31 32