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
$484M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$1.75M
3 +$1.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M

Sector Composition

1 Healthcare 11.81%
2 Industrials 11.22%
3 Energy 10.97%
4 Financials 10.25%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$6K ﹤0.01%
1,155
1127
$5K ﹤0.01%
357
1128
$5K ﹤0.01%
325
1129
$5K ﹤0.01%
91
1130
$5K ﹤0.01%
+164
1131
$5K ﹤0.01%
+105
1132
$5K ﹤0.01%
117
1133
$5K ﹤0.01%
300
1134
$5K ﹤0.01%
6
1135
$5K ﹤0.01%
120
1136
$5K ﹤0.01%
492
1137
$5K ﹤0.01%
1
1138
$5K ﹤0.01%
192
+83
1139
$5K ﹤0.01%
332
1140
$5K ﹤0.01%
74
1141
$5K ﹤0.01%
1,000
1142
$5K ﹤0.01%
500
1143
$5K ﹤0.01%
52
1144
$5K ﹤0.01%
189
1145
$5K ﹤0.01%
652
+102
1146
$5K ﹤0.01%
299
1147
$5K ﹤0.01%
140
1148
$5K ﹤0.01%
102
1149
$5K ﹤0.01%
310
1150
$5K ﹤0.01%
+240