FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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 +$14M
2 +$8.61M
3 +$8.26M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.87M
5
CVX icon
Chevron
CVX
+$6.68M

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
1026
$7K ﹤0.01%
+849
1027
$7K ﹤0.01%
+300
1028
$7K ﹤0.01%
+162
1029
$7K ﹤0.01%
+366
1030
$7K ﹤0.01%
+160
1031
$7K ﹤0.01%
+500
1032
$7K ﹤0.01%
+206
1033
$7K ﹤0.01%
+500
1034
$7K ﹤0.01%
+196
1035
$7K ﹤0.01%
+184
1036
$7K ﹤0.01%
+420
1037
$7K ﹤0.01%
+1,000
1038
$7K ﹤0.01%
+131
1039
$7K ﹤0.01%
+154
1040
$7K ﹤0.01%
+71
1041
$7K ﹤0.01%
+78
1042
$7K ﹤0.01%
+181
1043
$7K ﹤0.01%
+436
1044
$7K ﹤0.01%
+80
1045
$7K ﹤0.01%
+262
1046
$7K ﹤0.01%
+125
1047
$7K ﹤0.01%
+500
1048
$7K ﹤0.01%
+527
1049
$6K ﹤0.01%
+137
1050
$6K ﹤0.01%
+1,260