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
976
$10K ﹤0.01%
+113
977
$10K ﹤0.01%
+400
978
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+511
979
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980
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981
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982
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+250
983
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+639
984
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+668
985
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+600
986
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+1,156
987
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988
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990
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991
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992
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993
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994
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+250
995
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+625
996
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+732
997
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+236
998
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+332
999
$9K ﹤0.01%
+171
1000
$8K ﹤0.01%
+616