FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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 +$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
1301
$1K ﹤0.01%
+52
1302
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+75
1303
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+130
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1305
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1306
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1307
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1308
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1309
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1310
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1311
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1321
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1322
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+29
1323
0
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1325
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+21