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
1151
$4K ﹤0.01%
+107
1152
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+54
1153
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+406
1154
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1155
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1156
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1157
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+44
1158
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+182
1159
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+100
1160
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+163
1161
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+3
1162
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1164
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1165
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+200
1166
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1167
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1168
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1169
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+89
1170
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+500
1171
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+54
1172
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+200
1173
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+165
1174
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+134
1175
$3K ﹤0.01%
+542