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
776
$24K 0.01%
931
+35
777
$24K 0.01%
1,351
778
$24K 0.01%
900
779
$24K 0.01%
506
+12
780
$24K 0.01%
1,222
-2
781
$24K 0.01%
1,500
782
$24K 0.01%
2,000
783
$23K ﹤0.01%
+50
784
$23K ﹤0.01%
593
785
$23K ﹤0.01%
371
+27
786
$23K ﹤0.01%
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787
$23K ﹤0.01%
283
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$23K ﹤0.01%
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$23K ﹤0.01%
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$23K ﹤0.01%
220
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$23K ﹤0.01%
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792
$23K ﹤0.01%
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793
$23K ﹤0.01%
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795
$23K ﹤0.01%
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796
$23K ﹤0.01%
+1,000
797
$23K ﹤0.01%
1,234
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798
$23K ﹤0.01%
272
-2
799
$23K ﹤0.01%
71
+10
800
$23K ﹤0.01%
2,000
+1,000
30 31
32
33 34