FNBT
FineMark National Bank & Trust Portfolio holdings
AUM
$2.94B
1-Year Return
14.82%
This Quarter Return
+1.72%
1 Year Return
+14.82%
3 Year Return
+59.45%
5 Year Return
+122.03%
10 Year Return
+234.69%
AUM
$332M
AUM Growth
–
Cap. Flow
+$332M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.25%
Holding
1,394
New
1,392
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$14.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.27M |
| 3 |
Apple
AAPL
|
+$7.93M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$6.85M |
| 5 |
Chevron
CVX
|
+$6.55M |
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% |
