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
926
$12K ﹤0.01%
+146
927
$12K ﹤0.01%
+307
928
$12K ﹤0.01%
+979
929
$11K ﹤0.01%
+819
930
$11K ﹤0.01%
+250
931
$11K ﹤0.01%
+216
932
$11K ﹤0.01%
+851
933
$11K ﹤0.01%
+110
934
$11K ﹤0.01%
+1,268
935
$11K ﹤0.01%
+313
936
$11K ﹤0.01%
+2,000
937
$11K ﹤0.01%
+151
938
$11K ﹤0.01%
+379
939
$11K ﹤0.01%
+1,000
940
$11K ﹤0.01%
+150
941
$11K ﹤0.01%
+400
942
$11K ﹤0.01%
+255
943
$11K ﹤0.01%
+288
944
$11K ﹤0.01%
+242
945
$11K ﹤0.01%
+100
946
$11K ﹤0.01%
+800
947
$11K ﹤0.01%
+1,267
948
$11K ﹤0.01%
+1,000
949
$11K ﹤0.01%
+520
950
$11K ﹤0.01%
+1,218
36 37
38
39 40