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
1101
$5K ﹤0.01%
+739
1102
$5K ﹤0.01%
+119
1103
$5K ﹤0.01%
+117
1104
$5K ﹤0.01%
+500
1105
$5K ﹤0.01%
+88
1106
$5K ﹤0.01%
+60
1107
$5K ﹤0.01%
+382
1108
$5K ﹤0.01%
+122
1109
$5K ﹤0.01%
+100
1110
$5K ﹤0.01%
+200
1111
$5K ﹤0.01%
+7
1112
$5K ﹤0.01%
+132
1113
$5K ﹤0.01%
+70
1114
$5K ﹤0.01%
+113
1115
$5K ﹤0.01%
+58
1116
$5K ﹤0.01%
+74
1117
$5K ﹤0.01%
+1,000
1118
$5K ﹤0.01%
+205
1119
$5K ﹤0.01%
+107
1120
$5K ﹤0.01%
+159
1121
$5K ﹤0.01%
+1,155
1122
$5K ﹤0.01%
+155
1123
$4K ﹤0.01%
+170
1124
$4K ﹤0.01%
+102
1125
$4K ﹤0.01%
+151