FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$14M
2
+$8.61M
3
+$8.26M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.87M
5
CVX icon
Chevron
CVX
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.63%
4 Financials 9.75%
5 Technology 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
+60
1252
$2K ﹤0.01%
+44
1253
$2K ﹤0.01%
+146
1254
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+43
1255
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+90
1256
$2K ﹤0.01%
+43
1257
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+50
1258
$2K ﹤0.01%
+47
1259
$2K ﹤0.01%
+132
1260
$2K ﹤0.01%
+408
1261
$2K ﹤0.01%
+46
1262
$2K ﹤0.01%
+65
1263
$2K ﹤0.01%
+115
1264
$2K ﹤0.01%
+98
1265
$2K ﹤0.01%
+123
1266
$2K ﹤0.01%
+63
1267
$2K ﹤0.01%
+65
1268
$2K ﹤0.01%
+156
1269
$2K ﹤0.01%
+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