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
1226
$1K ﹤0.01%
69
-24
1227
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22
1228
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1229
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1230
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1231
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+70
1232
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+8
1233
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18
-18
1234
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147
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59
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1239
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1240
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8
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1241
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22
+6
1242
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56
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1243
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1244
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14
1245
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20
1246
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7
1247
$1K ﹤0.01%
+17
1248
$1K ﹤0.01%
34
1249
$1K ﹤0.01%
14
1250
$1K ﹤0.01%
65
-46
48 49
50
51 52