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
1101
$4K ﹤0.01%
110
1102
$3K ﹤0.01%
56
1103
$3K ﹤0.01%
126
1104
$3K ﹤0.01%
53
1105
$3K ﹤0.01%
55
-9
1106
$3K ﹤0.01%
176
1107
$3K ﹤0.01%
190
1108
$3K ﹤0.01%
82
+37
1109
$3K ﹤0.01%
125
-250
1110
$3K ﹤0.01%
108
1111
$3K ﹤0.01%
271
1112
$3K ﹤0.01%
508
1113
$3K ﹤0.01%
50
1114
$3K ﹤0.01%
112
1115
$3K ﹤0.01%
28
1116
$3K ﹤0.01%
41
-15
1117
$3K ﹤0.01%
61
-7
1118
$3K ﹤0.01%
47
-14
1119
$3K ﹤0.01%
239
1120
$3K ﹤0.01%
208
1121
$3K ﹤0.01%
106
+49
1122
$3K ﹤0.01%
111
1123
$3K ﹤0.01%
37
1124
$3K ﹤0.01%
+148
1125
$3K ﹤0.01%
25
-2
43 44
45
46 47