FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$14M
2
+$8.61M
3
+$8.26M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.87M
5
CVX icon
Chevron
CVX
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.63%
4 Financials 9.75%
5 Technology 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$14K ﹤0.01%
+734
877
$14K ﹤0.01%
+1,021
878
$14K ﹤0.01%
+50
879
$14K ﹤0.01%
+625
880
$14K ﹤0.01%
+763
881
$14K ﹤0.01%
+282
882
$14K ﹤0.01%
+527
883
$14K ﹤0.01%
+25
884
$14K ﹤0.01%
+1,000
885
$14K ﹤0.01%
+1,061
886
$14K ﹤0.01%
+150
887
$14K ﹤0.01%
+629
888
$14K ﹤0.01%
+211
889
$14K ﹤0.01%
+1,349
890
$14K ﹤0.01%
+256
891
$14K ﹤0.01%
+1,010
892
$13K ﹤0.01%
+301
893
$13K ﹤0.01%
+202
894
$13K ﹤0.01%
+1,156
895
$13K ﹤0.01%
+1,400
896
$13K ﹤0.01%
+380
897
$13K ﹤0.01%
+125
898
$13K ﹤0.01%
+262
899
$13K ﹤0.01%
+251
900
$13K ﹤0.01%
+5
34 35
36
37 38