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
926
$12K ﹤0.01%
105
927
$12K ﹤0.01%
+911
928
$12K ﹤0.01%
910
-3,590
929
$12K ﹤0.01%
135
+32
930
$11K ﹤0.01%
312
+14
931
$11K ﹤0.01%
+1,004
932
$11K ﹤0.01%
628
933
$11K ﹤0.01%
852
+14
934
$11K ﹤0.01%
+371
935
$11K ﹤0.01%
513
-243
936
$11K ﹤0.01%
305
+31
937
$11K ﹤0.01%
428
938
$11K ﹤0.01%
200
939
$11K ﹤0.01%
425
+200
940
$11K ﹤0.01%
500
941
$11K ﹤0.01%
2,262
942
$11K ﹤0.01%
171
943
$11K ﹤0.01%
414
944
$11K ﹤0.01%
600
945
$10K ﹤0.01%
127
946
$10K ﹤0.01%
142
947
$10K ﹤0.01%
+197
948
$10K ﹤0.01%
+195
949
$10K ﹤0.01%
504
-12
950
$10K ﹤0.01%
375
-769
36 37
38
39 40