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
801
$23K ﹤0.01%
1,556
802
$23K ﹤0.01%
544
803
$23K ﹤0.01%
732
-117
804
$22K ﹤0.01%
528
805
$22K ﹤0.01%
1,236
+696
806
$22K ﹤0.01%
350
807
$22K ﹤0.01%
300
808
$22K ﹤0.01%
922
809
$22K ﹤0.01%
+24
810
$22K ﹤0.01%
1,773
+1,672
811
$22K ﹤0.01%
1,500
812
$22K ﹤0.01%
1,126
813
$21K ﹤0.01%
462
-27
814
$21K ﹤0.01%
284
-700
815
$21K ﹤0.01%
274
816
$21K ﹤0.01%
+1,668
817
$21K ﹤0.01%
3,473
818
$21K ﹤0.01%
520
819
$21K ﹤0.01%
768
820
$21K ﹤0.01%
372
-71
821
$21K ﹤0.01%
301
822
$21K ﹤0.01%
+1,587
823
$21K ﹤0.01%
+14,500
824
$21K ﹤0.01%
389
-43
825
$20K ﹤0.01%
473
+274
31 32
33
34 35