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
851
$26K ﹤0.01%
894
852
$25K ﹤0.01%
1,100
+500
853
$25K ﹤0.01%
810
854
$25K ﹤0.01%
694
+1
855
$25K ﹤0.01%
992
+2
856
$25K ﹤0.01%
300
+100
857
$25K ﹤0.01%
610
-150
858
$25K ﹤0.01%
1,127
+327
859
$25K ﹤0.01%
1,126
860
$24K ﹤0.01%
549
-23
861
$24K ﹤0.01%
666
+601
862
$24K ﹤0.01%
4,521
863
$24K ﹤0.01%
1,365
864
$24K ﹤0.01%
336
865
$24K ﹤0.01%
347
866
$24K ﹤0.01%
1,500
867
$24K ﹤0.01%
331
868
$24K ﹤0.01%
400
869
$24K ﹤0.01%
1,500
870
$24K ﹤0.01%
1,460
871
$23K ﹤0.01%
1,869
872
$23K ﹤0.01%
593
873
$23K ﹤0.01%
2,053
874
$23K ﹤0.01%
525
-36
875
$23K ﹤0.01%
267
-8
33 34
35
36 37