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
1226
$3K ﹤0.01%
+74
1227
$3K ﹤0.01%
+164
1228
$3K ﹤0.01%
+51
1229
$3K ﹤0.01%
+110
1230
$3K ﹤0.01%
+200
1231
$2K ﹤0.01%
+38
1232
$2K ﹤0.01%
+34
1233
$2K ﹤0.01%
+30
1234
$2K ﹤0.01%
+342
1235
$2K ﹤0.01%
+136
1236
$2K ﹤0.01%
+72
1237
$2K ﹤0.01%
+66
1238
$2K ﹤0.01%
+66
1239
$2K ﹤0.01%
+10
1240
$2K ﹤0.01%
+39
1241
$2K ﹤0.01%
+97
1242
$2K ﹤0.01%
+55
1243
$2K ﹤0.01%
+60
1244
$2K ﹤0.01%
+97
1245
$2K ﹤0.01%
+42
1246
$2K ﹤0.01%
+44
1247
$2K ﹤0.01%
+146
1248
$2K ﹤0.01%
+43
1249
$2K ﹤0.01%
+90
1250
$2K ﹤0.01%
+43
48 49
50
51 52