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
801
$19K 0.01%
+332
802
$19K 0.01%
+930
803
$19K 0.01%
+405
804
$19K 0.01%
+193
805
$19K 0.01%
+1,038
806
$19K 0.01%
+347
807
$19K 0.01%
+721
808
$19K 0.01%
+1,351
809
$19K 0.01%
+484
810
$19K 0.01%
+522
811
$19K 0.01%
+1,209
812
$19K 0.01%
+494
813
$19K 0.01%
+543
814
$19K 0.01%
+534
815
$19K 0.01%
+500
816
$18K 0.01%
+644
817
$18K 0.01%
+568
818
$18K 0.01%
+363
819
$18K 0.01%
+215
820
$18K 0.01%
+1,000
821
$18K 0.01%
+378
822
$18K 0.01%
+500
823
$18K 0.01%
+396
824
$18K 0.01%
+529
825
$18K 0.01%
+399
31 32
33
34 35