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
1176
$3K ﹤0.01%
+60
1177
$3K ﹤0.01%
+217
1178
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+101
1179
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1180
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1181
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+199
1182
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+73
1183
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+76
1184
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+16
1185
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+47
1186
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+55
1187
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1188
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+140
1189
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+376
1190
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+92
1191
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+110
1192
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+30
1193
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+93
1194
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+4
1195
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+850
1196
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+82
1197
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+126
1198
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+167
1199
$3K ﹤0.01%
+228
1200
$3K ﹤0.01%
+54