FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.68M
3
+$1.56M
4
NKE icon
Nike
NKE
+$1.48M
5
ABBV icon
AbbVie
ABBV
+$1.46M

Top Sells

1
+$1.79M
2
+$1.4M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.18M
5
EMR icon
Emerson Electric
EMR
+$1.06M

Sector Composition

1 Industrials 12.3%
2 Healthcare 12.12%
3 Technology 10.55%
4 Financials 10.51%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$28K ﹤0.01%
554
827
$28K ﹤0.01%
69
828
$28K ﹤0.01%
800
829
$28K ﹤0.01%
+1,700
830
$28K ﹤0.01%
700
831
$28K ﹤0.01%
938
+806
832
$28K ﹤0.01%
1,297
+54
833
$27K ﹤0.01%
500
834
$27K ﹤0.01%
215
835
$27K ﹤0.01%
620
836
$27K ﹤0.01%
2,459
837
$27K ﹤0.01%
1,000
838
$27K ﹤0.01%
672
839
$27K ﹤0.01%
1,938
840
$27K ﹤0.01%
+3,577
841
$27K ﹤0.01%
3,495
-2,968
842
$27K ﹤0.01%
223
843
$26K ﹤0.01%
+7,470
844
$26K ﹤0.01%
204
845
$26K ﹤0.01%
247
846
$26K ﹤0.01%
3,000
847
$26K ﹤0.01%
+1,000
848
$26K ﹤0.01%
2,456
+200
849
$26K ﹤0.01%
500
850
$26K ﹤0.01%
1,014
32 33
34
35 36