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 10.63%
4 Financials 9.75%
5 Technology 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$11K ﹤0.01%
+520
952
$10K ﹤0.01%
+150
953
$10K ﹤0.01%
+119
954
$10K ﹤0.01%
+178
955
$10K ﹤0.01%
+500
956
$10K ﹤0.01%
+499
957
$10K ﹤0.01%
+345
958
$10K ﹤0.01%
+295
959
$10K ﹤0.01%
+593
960
$10K ﹤0.01%
+302
961
$10K ﹤0.01%
+312
962
$10K ﹤0.01%
+450
963
$10K ﹤0.01%
+527
964
$10K ﹤0.01%
+470
965
$10K ﹤0.01%
+600
966
$10K ﹤0.01%
+191
967
$10K ﹤0.01%
+100
968
$10K ﹤0.01%
+652
969
$10K ﹤0.01%
+374
970
$10K ﹤0.01%
+200
971
$10K ﹤0.01%
+60
972
$10K ﹤0.01%
+700
973
$10K ﹤0.01%
+151
974
$10K ﹤0.01%
+821
975
$10K ﹤0.01%
+250
37 38
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40 41