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
$851M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.58M
3
+$2.98M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.72M
5
PANW icon
Palo Alto Networks
PANW
+$2.45M

Top Sells

1
+$2.94M
2
+$2.9M
3
+$2.27M
4
BA icon
Boeing
BA
+$2.12M
5
OXY icon
Occidental Petroleum
OXY
+$1.73M

Sector Composition

1 Healthcare 10.78%
2 Financials 10.77%
3 Industrials 10.75%
4 Technology 10.49%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2K ﹤0.01%
106
-1
1177
$2K ﹤0.01%
46
1178
$2K ﹤0.01%
250
1179
$2K ﹤0.01%
50
+26
1180
$2K ﹤0.01%
33
1181
$2K ﹤0.01%
18
-137
1182
$2K ﹤0.01%
59
1183
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65
1184
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22
1185
$2K ﹤0.01%
55
-6
1186
– –
0
1187
$2K ﹤0.01%
50
1188
$2K ﹤0.01%
8
1189
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28
1190
$2K ﹤0.01%
62
-47
1191
$2K ﹤0.01%
164
-32
1192
$2K ﹤0.01%
1,000
1193
$2K ﹤0.01%
44
1194
$2K ﹤0.01%
50
1195
$2K ﹤0.01%
100
1196
$1K ﹤0.01%
59
1197
$1K ﹤0.01%
260
1198
$1K ﹤0.01%
36
-19
1199
$1K ﹤0.01%
15
1200
$1K ﹤0.01%
11
46 47
48
49 50