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
751
$23K 0.01%
+281
752
$23K 0.01%
+971
753
$23K 0.01%
+1,316
754
$23K 0.01%
+316
755
$23K 0.01%
+426
756
$23K 0.01%
+770
757
$23K 0.01%
+448
758
$23K 0.01%
+2,246
759
$23K 0.01%
+215
760
$23K 0.01%
+1,799
761
$22K 0.01%
+400
762
$22K 0.01%
+1,725
763
$22K 0.01%
+427
764
$22K 0.01%
+1,300
765
$22K 0.01%
+369
766
$22K 0.01%
+1,035
767
$22K 0.01%
+453
768
$22K 0.01%
+500
769
$21K 0.01%
+5,247
770
$21K 0.01%
+465
771
$21K 0.01%
+582
772
$21K 0.01%
+1,008
773
$21K 0.01%
+220
774
$21K 0.01%
+554
775
$21K 0.01%
+600
29 30
31
32 33