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
1351
$1K ﹤0.01%
+66
1352
$1K ﹤0.01%
+71
1353
$1K ﹤0.01%
+101
1354
$1K ﹤0.01%
+55
1355
$1K ﹤0.01%
+24
1356
$1K ﹤0.01%
+10