FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.64M
3
+$5.99M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.49M
5
LYB icon
LyondellBasell Industries
LYB
+$4.77M

Top Sells

1
+$7.82M
2
+$5.33M
3
+$4.15M
4
HAL icon
Halliburton
HAL
+$3.01M
5
DD
Du Pont De Nemours E I
DD
+$2.67M

Sector Composition

1 Industrials 29.08%
2 Financials 9.82%
3 Technology 9.08%
4 Healthcare 7.95%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.88M 0.19%
45,343
-3,587
102
$2.86M 0.19%
70,929
-77
103
$2.65M 0.18%
109,112
-2,038
104
$2.63M 0.18%
27,175
-42,929
105
$2.6M 0.17%
53,862
+10,266
106
$2.44M 0.16%
35,020
-225
107
$2.44M 0.16%
28,531
-928
108
$2.4M 0.16%
61,821
-8,332
109
$2.4M 0.16%
14,037
-39
110
$2.33M 0.16%
+26,242
111
$2.28M 0.15%
42,601
-300
112
$2.21M 0.15%
30,331
-554
113
$2.2M 0.15%
13,393
+88
114
$2.19M 0.15%
10,996
-1,564
115
$2.19M 0.15%
61,200
+6,380
116
$2.17M 0.15%
27,966
-4,128
117
$2.15M 0.14%
37,950
-1,410
118
$1.99M 0.13%
38,421
+1,100
119
$1.99M 0.13%
24,871
-386
120
$1.97M 0.13%
13,511
-253
121
$1.95M 0.13%
15,917
-525
122
$1.93M 0.13%
17,783
-871
123
$1.88M 0.13%
15,970
-71
124
$1.82M 0.12%
41,800
-2,011
125
$1.78M 0.12%
46,671
-774
3 4
5
6 7