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
901
$13K ﹤0.01%
+377
902
$13K ﹤0.01%
+500
903
$13K ﹤0.01%
+265
904
$13K ﹤0.01%
+500
905
$13K ﹤0.01%
+342
906
$13K ﹤0.01%
+201
907
$13K ﹤0.01%
+278
908
$13K ﹤0.01%
+1,200
909
$13K ﹤0.01%
+297
910
$12K ﹤0.01%
+295
911
$12K ﹤0.01%
+598
912
$12K ﹤0.01%
+1,000
913
$12K ﹤0.01%
+183
914
$12K ﹤0.01%
+300
915
$12K ﹤0.01%
+630
916
$12K ﹤0.01%
+232
917
$12K ﹤0.01%
+185
918
$12K ﹤0.01%
+330
919
$12K ﹤0.01%
+400
920
$12K ﹤0.01%
+400
921
$12K ﹤0.01%
+856
922
$12K ﹤0.01%
+450
923
$12K ﹤0.01%
+441
924
$12K ﹤0.01%
+738
925
$12K ﹤0.01%
+800
35 36
37
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