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
976
$7K ﹤0.01%
50
977
$7K ﹤0.01%
100
978
$7K ﹤0.01%
1,300
979
$7K ﹤0.01%
420
980
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239
981
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184
-38
982
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181
+36
983
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240
984
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459
985
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1,060
-1,251
986
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60
987
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225
988
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166
+26
989
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282
-226
990
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215
991
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208
-422
992
$7K ﹤0.01%
561
993
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216
+32
994
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250
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995
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500
996
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128
-4
997
$7K ﹤0.01%
+650
998
$7K ﹤0.01%
136
+128
999
$6K ﹤0.01%
+228
1000
$6K ﹤0.01%
106
+3
38 39
40
41 42