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
951
$8K ﹤0.01%
364
-1,642
952
$8K ﹤0.01%
251
953
$8K ﹤0.01%
121
-225
954
$8K ﹤0.01%
+390
955
$8K ﹤0.01%
229
-486
956
$8K ﹤0.01%
597
957
$8K ﹤0.01%
+716
958
$8K ﹤0.01%
164
959
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173
-47
960
$8K ﹤0.01%
104
+19
961
$8K ﹤0.01%
225
-727
962
$8K ﹤0.01%
151
-40
963
$8K ﹤0.01%
255
964
$8K ﹤0.01%
129
965
$8K ﹤0.01%
206
+40
966
$8K ﹤0.01%
182
+22
967
$7K ﹤0.01%
241
+17
968
$7K ﹤0.01%
110
969
$7K ﹤0.01%
162
-990
970
$7K ﹤0.01%
476
-1,730
971
$7K ﹤0.01%
+3
972
$7K ﹤0.01%
143
973
$7K ﹤0.01%
+68
974
$7K ﹤0.01%
200
975
$7K ﹤0.01%
100
-375
37 38
39
40 41