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
876
$12K ﹤0.01%
+169
877
$12K ﹤0.01%
500
878
$12K ﹤0.01%
393
+38
879
$12K ﹤0.01%
868
880
$12K ﹤0.01%
290
-564
881
$11K ﹤0.01%
305
882
$11K ﹤0.01%
322
+56
883
$11K ﹤0.01%
142
-389
884
$11K ﹤0.01%
338
+58
885
$11K ﹤0.01%
+1,500
886
$11K ﹤0.01%
294
887
$11K ﹤0.01%
67
888
$11K ﹤0.01%
101
-612
889
$11K ﹤0.01%
263
-309
890
$11K ﹤0.01%
1,100
891
$11K ﹤0.01%
200
892
$11K ﹤0.01%
230
+2
893
$11K ﹤0.01%
2,000
894
$11K ﹤0.01%
200
895
$11K ﹤0.01%
+275
896
$11K ﹤0.01%
600
897
$11K ﹤0.01%
105
-23
898
$11K ﹤0.01%
372
+297
899
$11K ﹤0.01%
1,189
900
$11K ﹤0.01%
258
+3
34 35
36
37 38