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
751
$28K ﹤0.01%
800
752
$28K ﹤0.01%
984
-613
753
$28K ﹤0.01%
438
+50
754
$28K ﹤0.01%
+250
755
$28K ﹤0.01%
776
-41
756
$28K ﹤0.01%
497
757
$28K ﹤0.01%
2,698
-483
758
$28K ﹤0.01%
3,888
+3,637
759
$27K ﹤0.01%
580
+120
760
$27K ﹤0.01%
93
761
$27K ﹤0.01%
308
762
$27K ﹤0.01%
4,513
-546
763
$27K ﹤0.01%
332
764
$27K ﹤0.01%
602
765
$27K ﹤0.01%
+598
766
$27K ﹤0.01%
400
767
$26K ﹤0.01%
500
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768
$26K ﹤0.01%
1,752
769
$26K ﹤0.01%
1,332
770
$26K ﹤0.01%
345
+236
771
$26K ﹤0.01%
554
772
$26K ﹤0.01%
174
773
$26K ﹤0.01%
346
-160
774
$26K ﹤0.01%
+1,058
775
$26K ﹤0.01%
250
29 30
31
32 33