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
826
$20K ﹤0.01%
477
-632
827
$20K ﹤0.01%
298
+76
828
$20K ﹤0.01%
9,600
+8,800
829
$20K ﹤0.01%
+1,203
830
$19K ﹤0.01%
2,861
+1,551
831
$19K ﹤0.01%
1,136
-34
832
$19K ﹤0.01%
128
833
$19K ﹤0.01%
322
834
$18K ﹤0.01%
+1,000
835
$18K ﹤0.01%
545
836
$18K ﹤0.01%
227
837
$18K ﹤0.01%
+600
838
$18K ﹤0.01%
230
+100
839
$18K ﹤0.01%
1,306
840
$18K ﹤0.01%
+354
841
$18K ﹤0.01%
896
-62
842
$18K ﹤0.01%
400
843
$18K ﹤0.01%
130
-1
844
$18K ﹤0.01%
1,256
845
$17K ﹤0.01%
200
846
$17K ﹤0.01%
147
847
$17K ﹤0.01%
86
-1
848
$17K ﹤0.01%
2,109
+1,055
849
$17K ﹤0.01%
360
-3
850
$17K ﹤0.01%
1,000
32 33
34
35 36