FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$14M
2
+$8.61M
3
+$8.26M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.87M
5
CVX icon
Chevron
CVX
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.63%
4 Financials 9.75%
5 Technology 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$4K ﹤0.01%
+107
1152
$4K ﹤0.01%
+54
1153
$4K ﹤0.01%
+406
1154
$4K ﹤0.01%
+999
1155
$4K ﹤0.01%
+134
1156
$4K ﹤0.01%
+722
1157
$4K ﹤0.01%
+44
1158
$4K ﹤0.01%
+182
1159
$4K ﹤0.01%
+100
1160
$4K ﹤0.01%
+163
1161
$4K ﹤0.01%
+3
1162
$4K ﹤0.01%
+100
1163
$4K ﹤0.01%
+123
1164
$4K ﹤0.01%
+318
1165
$4K ﹤0.01%
+200
1166
$4K ﹤0.01%
+160
1167
$4K ﹤0.01%
+219
1168
$4K ﹤0.01%
+218
1169
$4K ﹤0.01%
+89
1170
$4K ﹤0.01%
+500
1171
$4K ﹤0.01%
+54
1172
$4K ﹤0.01%
+200
1173
$4K ﹤0.01%
+165
1174
$4K ﹤0.01%
+134
1175
$3K ﹤0.01%
+542
45 46
47
48 49