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
1051
$5K ﹤0.01%
299
1052
$4K ﹤0.01%
350
1053
$4K ﹤0.01%
82
-4
1054
$4K ﹤0.01%
64
1055
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100
1056
$4K ﹤0.01%
250
1057
$4K ﹤0.01%
330
1058
$4K ﹤0.01%
10
1059
$4K ﹤0.01%
267
1060
$4K ﹤0.01%
250
1061
$4K ﹤0.01%
308
1062
$4K ﹤0.01%
200
1063
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181
-18
1064
$4K ﹤0.01%
200
1065
$4K ﹤0.01%
+95
1066
$4K ﹤0.01%
41
1067
$4K ﹤0.01%
1,045
+152
1068
$4K ﹤0.01%
150
1069
$4K ﹤0.01%
13
-2
1070
$4K ﹤0.01%
142
1071
$4K ﹤0.01%
184
1072
$4K ﹤0.01%
101
1073
$4K ﹤0.01%
70
-125
1074
$4K ﹤0.01%
253
1075
$4K ﹤0.01%
72
41 42
43
44 45