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
826
$18K 0.01%
+531
827
$18K 0.01%
+675
828
$18K 0.01%
+203
829
$18K 0.01%
+400
830
$18K 0.01%
+276
831
$18K 0.01%
+2,085
832
$18K 0.01%
+1,510
833
$18K 0.01%
+1,256
834
$18K 0.01%
+498
835
$18K 0.01%
+833
836
$17K 0.01%
+600
837
$17K 0.01%
+186
838
$17K 0.01%
+441
839
$17K 0.01%
+714
840
$17K 0.01%
+200
841
$17K 0.01%
+500
842
$17K 0.01%
+980
843
$17K 0.01%
+533
844
$17K 0.01%
+200
845
$17K 0.01%
+98
846
$17K 0.01%
+781
847
$17K 0.01%
+393
848
$17K 0.01%
+335
849
$17K 0.01%
+377
850
$17K 0.01%
+227
32 33
34
35 36