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
$484M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$1.75M
3 +$1.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M

Sector Composition

1 Healthcare 11.81%
2 Industrials 11.21%
3 Energy 10.97%
4 Financials 10.25%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$1K ﹤0.01%
+2
1327
$1K ﹤0.01%
17
1328
$1K ﹤0.01%
+90
1329
$1K ﹤0.01%
22
1330
$1K ﹤0.01%
+5
1331
$1K ﹤0.01%
29
1332
$1K ﹤0.01%
40
1333
$1K ﹤0.01%
+11
1334
$1K ﹤0.01%
+20
1335
$1K ﹤0.01%
52
1336
$1K ﹤0.01%
29
-9
1337
$1K ﹤0.01%
75
1338
$1K ﹤0.01%
31
1339
$1K ﹤0.01%
93
1340
$1K ﹤0.01%
45
-90
1341
$1K ﹤0.01%
173
1342
$1K ﹤0.01%
45
1343
$1K ﹤0.01%
23
1344
$1K ﹤0.01%
39
-41
1345
$1K ﹤0.01%
34
-21
1346
$1K ﹤0.01%
28
-37
1347
$1K ﹤0.01%
14
-6
1348
$1K ﹤0.01%
+14
1349
$1K ﹤0.01%
+13
1350
$1K ﹤0.01%
29
-9,748