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
1076
$4K ﹤0.01%
50
1077
$4K ﹤0.01%
90
-652
1078
$4K ﹤0.01%
108
-1,013
1079
$4K ﹤0.01%
+78
1080
$4K ﹤0.01%
101
1081
$4K ﹤0.01%
37
+14
1082
$4K ﹤0.01%
228
1083
$3K ﹤0.01%
366
1084
$3K ﹤0.01%
100
-500
1085
$3K ﹤0.01%
157
+31
1086
$3K ﹤0.01%
40
1087
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66
1088
$3K ﹤0.01%
36
1089
$3K ﹤0.01%
78
1090
$3K ﹤0.01%
28
1091
$3K ﹤0.01%
75
1092
$3K ﹤0.01%
41
1093
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74
1094
$3K ﹤0.01%
444
1095
$3K ﹤0.01%
70
1096
$3K ﹤0.01%
500
1097
$3K ﹤0.01%
41
1098
$3K ﹤0.01%
+52
1099
$3K ﹤0.01%
71
+7
1100
$3K ﹤0.01%
170
42 43
44
45 46