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
$851M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.58M
3
+$2.98M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.72M
5
PANW icon
Palo Alto Networks
PANW
+$2.45M

Top Sells

1
+$2.94M
2
+$2.9M
3
+$2.27M
4
BA icon
Boeing
BA
+$2.12M
5
OXY icon
Occidental Petroleum
OXY
+$1.73M

Sector Composition

1 Healthcare 10.78%
2 Financials 10.77%
3 Industrials 10.75%
4 Technology 10.49%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$21K ﹤0.01%
1,700
-3,215
777
$20K ﹤0.01%
3,885
-1,770
778
$20K ﹤0.01%
650
779
$20K ﹤0.01%
1,306
780
$20K ﹤0.01%
1,696
-901
781
$20K ﹤0.01%
1,234
-449
782
$20K ﹤0.01%
1,256
783
$20K ﹤0.01%
1,414
784
$20K ﹤0.01%
1,126
785
$20K ﹤0.01%
1,679
786
$19K ﹤0.01%
1,000
787
$19K ﹤0.01%
1,399
-1,812
788
$19K ﹤0.01%
545
+1
789
$19K ﹤0.01%
3,000
790
$19K ﹤0.01%
+600
791
$19K ﹤0.01%
203
+1
792
$19K ﹤0.01%
309
793
$19K ﹤0.01%
1,747
-635
794
$19K ﹤0.01%
301
-120
795
$19K ﹤0.01%
356
+245
796
$19K ﹤0.01%
+35,200
797
$18K ﹤0.01%
850
798
$18K ﹤0.01%
249
+80
799
$18K ﹤0.01%
342
800
$18K ﹤0.01%
46
30 31
32
33 34