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
726
$31K ﹤0.01%
1,905
-108
727
$31K ﹤0.01%
530
728
$31K ﹤0.01%
728
729
$31K ﹤0.01%
1,498
+943
730
$31K ﹤0.01%
1,380
731
$31K ﹤0.01%
757
732
$30K ﹤0.01%
+800
733
$30K ﹤0.01%
366
734
$30K ﹤0.01%
4,976
735
$30K ﹤0.01%
1,000
736
$30K ﹤0.01%
2,000
737
$30K ﹤0.01%
574
738
$30K ﹤0.01%
429
739
$29K ﹤0.01%
1,021
-152
740
$29K ﹤0.01%
300
741
$29K ﹤0.01%
231
742
$29K ﹤0.01%
894
743
$29K ﹤0.01%
2,044
-125
744
$29K ﹤0.01%
1,544
-231
745
$29K ﹤0.01%
610
746
$29K ﹤0.01%
1,600
-35
747
$28K ﹤0.01%
620
748
$28K ﹤0.01%
+3,496
749
$28K ﹤0.01%
730
-395
750
$28K ﹤0.01%
500
-300
28 29
30
31 32