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FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.97M
3
+$1.44M
4
MCHP icon
Microchip Technology
MCHP
+$1.27M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$1.19M
2
+$514K
3
+$473K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$471K
5
SO icon
Southern Company
SO
+$451K

Sector Composition

1 Healthcare 11.93%
2 Energy 11.18%
3 Industrials 10.77%
4 Financials 10.3%
5 Technology 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$12K ﹤0.01%
294
-111
927
$12K ﹤0.01%
1,000
-1,785
928
$12K ﹤0.01%
370
+182
929
$12K ﹤0.01%
400
930
$12K ﹤0.01%
162
-114
931
$12K ﹤0.01%
450
932
$12K ﹤0.01%
242
933
$12K ﹤0.01%
187
+18
934
$12K ﹤0.01%
738
935
$12K ﹤0.01%
800
936
$12K ﹤0.01%
625
937
$12K ﹤0.01%
1,000
938
$12K ﹤0.01%
520
939
$12K ﹤0.01%
330
+165
940
$12K ﹤0.01%
297
941
$12K ﹤0.01%
979
942
$11K ﹤0.01%
819
943
$11K ﹤0.01%
303
+1
944
$11K ﹤0.01%
236
945
$11K ﹤0.01%
+200
946
$11K ﹤0.01%
2,105
+437
947
$11K ﹤0.01%
5
948
$11K ﹤0.01%
151
949
$11K ﹤0.01%
700
950
$11K ﹤0.01%
218
-1,209
36 37
38
39 40