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 10.62%
4 Financials 9.7%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$6K ﹤0.01%
+670
1077
$6K ﹤0.01%
+500
1078
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+407
1079
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+401
1080
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+279
1081
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+248
1082
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+1,500
1083
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+120
1084
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+141
1085
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+173
1086
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+206
1087
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+715
1088
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+500
1089
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+380
1090
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+300
1091
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+138
1092
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+150
1093
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+445
1094
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+123
1095
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+170
1096
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+70
1097
$5K ﹤0.01%
+163
1098
$5K ﹤0.01%
+166
1099
$5K ﹤0.01%
+1,240
1100
$5K ﹤0.01%
+365