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
876
$15K ﹤0.01%
200
877
$15K ﹤0.01%
1,000
878
$15K ﹤0.01%
470
-62
879
$15K ﹤0.01%
300
880
$15K ﹤0.01%
239
-7
881
$15K ﹤0.01%
1,365
882
$15K ﹤0.01%
179
+18
883
$14K ﹤0.01%
950
884
$14K ﹤0.01%
305
885
$14K ﹤0.01%
+297
886
$14K ﹤0.01%
194
-40
887
$14K ﹤0.01%
+525
888
$14K ﹤0.01%
750
889
$14K ﹤0.01%
175
-25
890
$14K ﹤0.01%
1,544
891
$14K ﹤0.01%
200
892
$14K ﹤0.01%
265
893
$14K ﹤0.01%
215
894
$14K ﹤0.01%
1,250
895
$14K ﹤0.01%
114
896
$14K ﹤0.01%
1,060
897
$13K ﹤0.01%
234
898
$13K ﹤0.01%
87
+35
899
$13K ﹤0.01%
594
900
$13K ﹤0.01%
+408
34 35
36
37 38