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 11.22%
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
1351
$1K ﹤0.01%
+45
1352
$1K ﹤0.01%
+31
1353
$1K ﹤0.01%
12
-28
1354
$1K ﹤0.01%
+30
1355
$1K ﹤0.01%
+17
1356
$1K ﹤0.01%
134
+52
1357
$1K ﹤0.01%
15
-472
1358
$1K ﹤0.01%
+5
1359
$1K ﹤0.01%
36
1360
$1K ﹤0.01%
+150
1361
$1K ﹤0.01%
+17
1362
$1K ﹤0.01%
25
1363
$1K ﹤0.01%
+20
1364
$1K ﹤0.01%
+45
1365
$1K ﹤0.01%
+14
1366
$1K ﹤0.01%
+35
1367
$1K ﹤0.01%
24
1368
$1K ﹤0.01%
+10
1369
$1K ﹤0.01%
118
-682
1370
$1K ﹤0.01%
+30
1371
$1K ﹤0.01%
92
-107
1372
$1K ﹤0.01%
+56
1373
$1K ﹤0.01%
+9
1374
$1K ﹤0.01%
+15
1375
$1K ﹤0.01%
173