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
1276
$2K ﹤0.01%
+119
1277
$2K ﹤0.01%
+107
1278
$2K ﹤0.01%
+63
1279
$2K ﹤0.01%
+33
1280
$2K ﹤0.01%
+101
1281
$2K ﹤0.01%
+65
1282
$2K ﹤0.01%
+100
1283
$2K ﹤0.01%
+40
1284
– –
0
1285
$2K ﹤0.01%
+48
1286
$2K ﹤0.01%
+500
1287
$2K ﹤0.01%
+68
1288
$2K ﹤0.01%
+300
1289
$2K ﹤0.01%
+200
1290
$2K ﹤0.01%
+80
1291
$2K ﹤0.01%
+290
1292
$2K ﹤0.01%
+36
1293
$2K ﹤0.01%
+35
1294
$2K ﹤0.01%
+135
1295
$2K ﹤0.01%
+48
1296
$2K ﹤0.01%
+82
1297
$1K ﹤0.01%
+177
1298
$1K ﹤0.01%
+275
1299
$1K ﹤0.01%
+80
1300
$1K ﹤0.01%
+149
50 51
52
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