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
851
$17K ﹤0.01%
+664
852
$17K ﹤0.01%
300
853
$17K ﹤0.01%
979
854
$16K ﹤0.01%
482
+12
855
$16K ﹤0.01%
413
+1
856
$16K ﹤0.01%
232
+61
857
$16K ﹤0.01%
848
+27
858
$16K ﹤0.01%
1,114
+967
859
$16K ﹤0.01%
400
860
$16K ﹤0.01%
129
-238
861
$16K ﹤0.01%
509
-10
862
$16K ﹤0.01%
1,155
863
$16K ﹤0.01%
441
+84
864
$16K ﹤0.01%
282
865
$15K ﹤0.01%
1,500
+1,000
866
$15K ﹤0.01%
727
867
$15K ﹤0.01%
349
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868
$15K ﹤0.01%
580
869
$15K ﹤0.01%
141
+28
870
$15K ﹤0.01%
130
+22
871
$15K ﹤0.01%
2,000
872
$15K ﹤0.01%
282
+170
873
$15K ﹤0.01%
1,100
874
$15K ﹤0.01%
572
+188
875
$15K ﹤0.01%
329
33 34
35
36 37