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
776
$26K ﹤0.01%
239
-55
777
$26K ﹤0.01%
1,679
778
$25K ﹤0.01%
593
779
$25K ﹤0.01%
150
780
$25K ﹤0.01%
1,025
781
$25K ﹤0.01%
530
782
$25K ﹤0.01%
500
783
$25K ﹤0.01%
+4,100
784
$25K ﹤0.01%
429
785
$25K ﹤0.01%
+2,800
786
$25K ﹤0.01%
981
787
$25K ﹤0.01%
592
+464
788
$25K ﹤0.01%
1,000
789
$24K ﹤0.01%
466
+266
790
$24K ﹤0.01%
728
-50
791
$24K ﹤0.01%
946
-473
792
$24K ﹤0.01%
467
793
$24K ﹤0.01%
+863
794
$24K ﹤0.01%
1,330
795
$23K ﹤0.01%
950
796
$23K ﹤0.01%
445
+1
797
$23K ﹤0.01%
236
798
$23K ﹤0.01%
744
799
$23K ﹤0.01%
430
+400
800
$23K ﹤0.01%
280
+155
30 31
32
33 34