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
851
$17K 0.01%
+3,372
852
$17K 0.01%
+650
853
$16K ﹤0.01%
+4,350
854
$16K ﹤0.01%
+1,000
855
$16K ﹤0.01%
+336
856
$16K ﹤0.01%
+1,228
857
$16K ﹤0.01%
+550
858
$16K ﹤0.01%
+206
859
$16K ﹤0.01%
+742
860
$16K ﹤0.01%
+400
861
$16K ﹤0.01%
+180
862
$16K ﹤0.01%
+400
863
$16K ﹤0.01%
+295
864
$16K ﹤0.01%
+172
865
$15K ﹤0.01%
+330
866
$15K ﹤0.01%
+1,325
867
$15K ﹤0.01%
+724
868
$15K ﹤0.01%
+231
869
$15K ﹤0.01%
+260
870
$15K ﹤0.01%
+401
871
$15K ﹤0.01%
+500
872
$14K ﹤0.01%
+1,061
873
$14K ﹤0.01%
+150
874
$14K ﹤0.01%
+629
875
$14K ﹤0.01%
+211
33 34
35
36 37