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
1026
$7K ﹤0.01%
+366
1027
$7K ﹤0.01%
+160
1028
$7K ﹤0.01%
+500
1029
$7K ﹤0.01%
+196
1030
$7K ﹤0.01%
+184
1031
$7K ﹤0.01%
+420
1032
$7K ﹤0.01%
+1,000
1033
$7K ﹤0.01%
+131
1034
$7K ﹤0.01%
+154
1035
$7K ﹤0.01%
+206
1036
$7K ﹤0.01%
+500
1037
$7K ﹤0.01%
+500
1038
$7K ﹤0.01%
+527
1039
$7K ﹤0.01%
+145
1040
$7K ﹤0.01%
+67
1041
$7K ﹤0.01%
+90
1042
$7K ﹤0.01%
+71
1043
$7K ﹤0.01%
+78
1044
$7K ﹤0.01%
+181
1045
$7K ﹤0.01%
+436
1046
$7K ﹤0.01%
+80
1047
$7K ﹤0.01%
+262
1048
$7K ﹤0.01%
+125
1049
$6K ﹤0.01%
+170
1050
$6K ﹤0.01%
+514