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
1251
$2K ﹤0.01%
+50
1252
$2K ﹤0.01%
+40
1253
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+47
1254
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+132
1255
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+408
1256
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+46
1257
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+65
1258
$2K ﹤0.01%
+115
1259
$2K ﹤0.01%
+98
1260
$2K ﹤0.01%
+123
1261
$2K ﹤0.01%
+63
1262
$2K ﹤0.01%
+89
1263
$2K ﹤0.01%
+132
1264
$2K ﹤0.01%
+52
1265
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+114
1266
$2K ﹤0.01%
+260
1267
$2K ﹤0.01%
+65
1268
$2K ﹤0.01%
+156
1269
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+16
1270
$2K ﹤0.01%
+132
1271
$2K ﹤0.01%
+58
1272
$2K ﹤0.01%
+48
1273
$2K ﹤0.01%
+52
1274
$2K ﹤0.01%
+250
1275
$2K ﹤0.01%
+76
49 50
51
52 53