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
1201
$3K ﹤0.01%
+467
1202
$3K ﹤0.01%
+280
1203
$3K ﹤0.01%
+705
1204
$3K ﹤0.01%
+58
1205
$3K ﹤0.01%
+131
1206
$3K ﹤0.01%
+118
1207
$3K ﹤0.01%
+10
1208
$3K ﹤0.01%
+134
1209
$3K ﹤0.01%
+97
1210
$3K ﹤0.01%
+7
1211
$3K ﹤0.01%
+120
1212
$3K ﹤0.01%
+100
1213
$3K ﹤0.01%
+1
1214
$3K ﹤0.01%
+114
1215
$3K ﹤0.01%
+122
1216
$3K ﹤0.01%
+231
1217
$3K ﹤0.01%
+156
1218
$3K ﹤0.01%
+189
1219
$3K ﹤0.01%
+119
1220
$3K ﹤0.01%
+99
1221
$3K ﹤0.01%
+180
1222
$3K ﹤0.01%
+42
1223
$3K ﹤0.01%
+80
1224
$3K ﹤0.01%
+95
1225
$3K ﹤0.01%
+333