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
$1.25B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$8.95M
3
+$8.17M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
MPC icon
Marathon Petroleum
MPC
+$3.22M

Top Sells

1
+$12.3M
2
+$4.41M
3
+$4.22M
4
ALL icon
Allstate
ALL
+$3.62M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M

Sector Composition

1 Industrials 26.61%
2 Financials 9.29%
3 Technology 8.43%
4 Healthcare 8.25%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
+28
1202
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24
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1203
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1204
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49
-564
1205
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44
1206
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10
1207
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+176
1208
$1K ﹤0.01%
200
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1209
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1210
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15
1211
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50
-18
1212
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1213
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1214
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22
1215
$1K ﹤0.01%
10
-260
1216
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119
-26,696
1217
$1K ﹤0.01%
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1218
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1219
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1220
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225
+33
1221
$1K ﹤0.01%
100
-12
1222
$1K ﹤0.01%
+27
1223
$1K ﹤0.01%
5
1224
$1K ﹤0.01%
10
1225
$1K ﹤0.01%
+43
47 48
49
50 51