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
$851M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.58M
3
+$2.98M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.72M
5
PANW icon
Palo Alto Networks
PANW
+$2.45M

Top Sells

1
+$2.94M
2
+$2.9M
3
+$2.27M
4
BA icon
Boeing
BA
+$2.12M
5
OXY icon
Occidental Petroleum
OXY
+$1.73M

Sector Composition

1 Healthcare 10.78%
2 Financials 10.77%
3 Industrials 10.75%
4 Technology 10.49%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$9K ﹤0.01%
231
-354
927
$9K ﹤0.01%
107
928
$9K ﹤0.01%
155
-165
929
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+750
930
$9K ﹤0.01%
203
-60
931
$9K ﹤0.01%
5
932
$9K ﹤0.01%
155
-801
933
$9K ﹤0.01%
328
+2
934
$9K ﹤0.01%
76
935
$9K ﹤0.01%
143
+40
936
$9K ﹤0.01%
146
-384
937
$9K ﹤0.01%
482
-500
938
$9K ﹤0.01%
272
+44
939
$9K ﹤0.01%
649
940
$9K ﹤0.01%
+500
941
$9K ﹤0.01%
1,096
+596
942
$9K ﹤0.01%
1,000
943
$9K ﹤0.01%
1,060
944
$9K ﹤0.01%
117
+18
945
$8K ﹤0.01%
4,371
946
$8K ﹤0.01%
209
947
$8K ﹤0.01%
148
948
$8K ﹤0.01%
506
+72
949
$8K ﹤0.01%
281
-646
950
$8K ﹤0.01%
210
36 37
38
39 40