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
901
$13K ﹤0.01%
1,900
902
$13K ﹤0.01%
539
-1,500
903
$13K ﹤0.01%
1,500
904
$13K ﹤0.01%
+121
905
$13K ﹤0.01%
1,240
906
$13K ﹤0.01%
2,000
907
$13K ﹤0.01%
800
908
$13K ﹤0.01%
150
-100
909
$13K ﹤0.01%
71
910
$13K ﹤0.01%
600
911
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170
-10
912
$13K ﹤0.01%
+389
913
$13K ﹤0.01%
343
-23
914
$13K ﹤0.01%
810
915
$13K ﹤0.01%
100
916
$13K ﹤0.01%
187
-150
917
$12K ﹤0.01%
+1,536
918
$12K ﹤0.01%
294
919
$12K ﹤0.01%
480
920
$12K ﹤0.01%
250
921
$12K ﹤0.01%
1,000
922
$12K ﹤0.01%
200
923
$12K ﹤0.01%
282
-118
924
$12K ﹤0.01%
275
925
$12K ﹤0.01%
1,000
35 36
37
38 39