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
951
$10K ﹤0.01%
1,190
952
$10K ﹤0.01%
209
953
$10K ﹤0.01%
72
-21
954
$10K ﹤0.01%
+762
955
$10K ﹤0.01%
57
956
$10K ﹤0.01%
+170
957
$10K ﹤0.01%
226
-9
958
$10K ﹤0.01%
164
959
$10K ﹤0.01%
1,500
960
$10K ﹤0.01%
200
961
$10K ﹤0.01%
1,500
962
$10K ﹤0.01%
173
963
$10K ﹤0.01%
1,000
964
$10K ﹤0.01%
100
965
$10K ﹤0.01%
2,000
966
$10K ﹤0.01%
89
-128
967
$10K ﹤0.01%
800
968
$10K ﹤0.01%
+450
969
$9K ﹤0.01%
485
970
$9K ﹤0.01%
169
971
$9K ﹤0.01%
563
972
$9K ﹤0.01%
+646
973
$9K ﹤0.01%
248
-98
974
$9K ﹤0.01%
200
975
$9K ﹤0.01%
+413
37 38
39
40 41