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
851
$13K ﹤0.01%
391
-463
852
$13K ﹤0.01%
750
853
$13K ﹤0.01%
675
-586
854
$13K ﹤0.01%
727
-3
855
$13K ﹤0.01%
292
-386
856
$13K ﹤0.01%
1,000
857
$13K ﹤0.01%
520
858
$13K ﹤0.01%
71
-475
859
$13K ﹤0.01%
329
860
$13K ﹤0.01%
414
861
$13K ﹤0.01%
364
+60
862
$12K ﹤0.01%
+36
863
$12K ﹤0.01%
1,900
864
$12K ﹤0.01%
1,871
+67
865
$12K ﹤0.01%
349
+200
866
$12K ﹤0.01%
526
+96
867
$12K ﹤0.01%
400
-61
868
$12K ﹤0.01%
215
869
$12K ﹤0.01%
800
870
$12K ﹤0.01%
468
+14
871
$12K ﹤0.01%
93
872
$12K ﹤0.01%
1,000
873
$12K ﹤0.01%
1,250
874
$12K ﹤0.01%
256
875
$12K ﹤0.01%
400
-114
33 34
35
36 37