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
$851M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.58M
3
+$2.98M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.72M
5
PANW icon
Palo Alto Networks
PANW
+$2.45M

Top Sells

1
+$2.94M
2
+$2.9M
3
+$2.27M
4
BA icon
Boeing
BA
+$2.12M
5
OXY icon
Occidental Petroleum
OXY
+$1.73M

Sector Composition

1 Healthcare 10.78%
2 Financials 10.77%
3 Industrials 10.75%
4 Technology 10.49%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$15K ﹤0.01%
400
827
$15K ﹤0.01%
240
-515
828
$15K ﹤0.01%
+364
829
$15K ﹤0.01%
220
-76
830
$15K ﹤0.01%
321
831
$15K ﹤0.01%
979
832
$14K ﹤0.01%
217
+178
833
$14K ﹤0.01%
254
+41
834
$14K ﹤0.01%
194
+14
835
$14K ﹤0.01%
2,000
836
$14K ﹤0.01%
821
837
$14K ﹤0.01%
890
-42
838
$14K ﹤0.01%
400
839
$14K ﹤0.01%
200
840
$14K ﹤0.01%
607
841
$14K ﹤0.01%
179
+7
842
$14K ﹤0.01%
300
843
$14K ﹤0.01%
1,365
844
$14K ﹤0.01%
+600
845
$14K ﹤0.01%
187
846
$13K ﹤0.01%
254
-350
847
$13K ﹤0.01%
509
848
$13K ﹤0.01%
950
849
$13K ﹤0.01%
1,797
-440
850
$13K ﹤0.01%
1,100
32 33
34
35 36