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
$534M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.53M
3
+$2.06M
4
CME icon
CME Group
CME
+$2.02M
5
MDT icon
Medtronic
MDT
+$1.68M

Top Sells

1
+$1.34M
2
+$1.32M
3
+$1.12M
4
RIG icon
Transocean
RIG
+$1.03M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$951K

Sector Composition

1 Healthcare 11.68%
2 Industrials 11.2%
3 Energy 10.59%
4 Financials 10.56%
5 Technology 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$25K ﹤0.01%
1,000
827
$25K ﹤0.01%
2,000
828
$25K ﹤0.01%
250
829
$25K ﹤0.01%
+988
830
$25K ﹤0.01%
353
+232
831
$25K ﹤0.01%
+1,000
832
$25K ﹤0.01%
429
-15
833
$25K ﹤0.01%
765
+87
834
$24K ﹤0.01%
1,025
835
$24K ﹤0.01%
1,000
836
$24K ﹤0.01%
441
837
$24K ﹤0.01%
656
838
$24K ﹤0.01%
530
839
$24K ﹤0.01%
+922
840
$24K ﹤0.01%
1,500
841
$24K ﹤0.01%
741
+291
842
$24K ﹤0.01%
1,000
843
$23K ﹤0.01%
1,134
-1,000
844
$23K ﹤0.01%
+500
845
$23K ﹤0.01%
679
+211
846
$23K ﹤0.01%
529
847
$23K ﹤0.01%
+498
848
$23K ﹤0.01%
894
849
$23K ﹤0.01%
+247
850
$23K ﹤0.01%
+1,231
32 33
34
35 36