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
876
$14K ﹤0.01%
+1,349
877
$14K ﹤0.01%
+256
878
$14K ﹤0.01%
+1,010
879
$14K ﹤0.01%
+1,830
880
$14K ﹤0.01%
+252
881
$14K ﹤0.01%
+350
882
$14K ﹤0.01%
+210
883
$14K ﹤0.01%
+734
884
$14K ﹤0.01%
+1,021
885
$14K ﹤0.01%
+50
886
$14K ﹤0.01%
+625
887
$14K ﹤0.01%
+763
888
$14K ﹤0.01%
+282
889
$14K ﹤0.01%
+527
890
$14K ﹤0.01%
+25
891
$14K ﹤0.01%
+1,000
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