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
$534M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.53M
3
+$2.06M
4
CME icon
CME Group
CME
+$2.02M
5
MDT icon
Medtronic
MDT
+$1.68M

Top Sells

1
+$1.34M
2
+$1.32M
3
+$1.12M
4
RIG icon
Transocean
RIG
+$1.03M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$951K

Sector Composition

1 Healthcare 11.68%
2 Industrials 11.2%
3 Energy 10.59%
4 Financials 10.56%
5 Technology 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
+26
1352
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31
1353
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93
1354
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1355
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23
1356
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22
-232
1357
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26
-8
1358
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10
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1359
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1360
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7
1361
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1362
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1363
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45
1364
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+96
1365
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44
1366
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9
1367
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+96
1368
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+28
1369
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+127
1370
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+47
1371
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21
1372
$1K ﹤0.01%
13
-207
1373
$1K ﹤0.01%
3
-13
1374
$1K ﹤0.01%
22
1375
$1K ﹤0.01%
23
53 54
55
56 57