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
$1.25B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$8.95M
3
+$8.17M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
MPC icon
Marathon Petroleum
MPC
+$3.22M

Top Sells

1
+$12.3M
2
+$4.41M
3
+$4.22M
4
ALL icon
Allstate
ALL
+$3.62M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M

Sector Composition

1 Industrials 26.61%
2 Financials 9.29%
3 Technology 8.43%
4 Healthcare 8.25%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$6K ﹤0.01%
561
1052
$6K ﹤0.01%
151
1053
$6K ﹤0.01%
250
-375
1054
$6K ﹤0.01%
37
1055
$6K ﹤0.01%
1,720
1056
$5K ﹤0.01%
+83
1057
$5K ﹤0.01%
371
+21
1058
$5K ﹤0.01%
819
1059
$5K ﹤0.01%
80
-98
1060
$5K ﹤0.01%
150
1061
$5K ﹤0.01%
82
1062
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156
+112
1063
$5K ﹤0.01%
91
1064
$5K ﹤0.01%
+65
1065
$5K ﹤0.01%
185
1066
$5K ﹤0.01%
+53
1067
$5K ﹤0.01%
444
-579
1068
$5K ﹤0.01%
77
1069
$5K ﹤0.01%
+90
1070
$5K ﹤0.01%
79
-25
1071
$5K ﹤0.01%
+398
1072
$5K ﹤0.01%
295
1073
$5K ﹤0.01%
121
-1,199
1074
$5K ﹤0.01%
625
1075
$5K ﹤0.01%
+682
41 42
43
44 45