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 10.62%
4 Financials 9.7%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$10K ﹤0.01%
+113
977
$10K ﹤0.01%
+400
978
$9K ﹤0.01%
+732
979
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+236
980
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+332
981
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+511
982
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+171
983
$9K ﹤0.01%
+200
984
$9K ﹤0.01%
+613
985
$9K ﹤0.01%
+700
986
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+250
987
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+639
988
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+668
989
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+600
990
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+1,156
991
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+500
992
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+115
993
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+291
994
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+649
995
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+717
996
$9K ﹤0.01%
+655
997
$9K ﹤0.01%
+400
998
$9K ﹤0.01%
+250
999
$9K ﹤0.01%
+625
1000
$8K ﹤0.01%
+616