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
$2.06B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.33M
4
EVRG icon
Evergy
EVRG
+$3.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M

Top Sells

1
+$8.42M
2
+$5.81M
3
+$4.66M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.8M

Sector Composition

1 Industrials 28.23%
2 Technology 12.67%
3 Healthcare 7.81%
4 Financials 6.98%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.82M 0.09%
14,144
+1,825
127
$1.81M 0.09%
55,944
-421
128
$1.8M 0.09%
20,977
-314
129
$1.75M 0.08%
9,890
+1,313
130
$1.73M 0.08%
23,342
131
$1.73M 0.08%
109,872
+400
132
$1.67M 0.08%
14,350
+241
133
$1.63M 0.08%
31,489
+1,302
134
$1.6M 0.08%
24,346
-489
135
$1.53M 0.07%
30,510
-590
136
$1.5M 0.07%
7,938
-244
137
$1.47M 0.07%
18,590
-216
138
$1.42M 0.07%
15,071
-183
139
$1.4M 0.07%
29,834
-3,577
140
$1.34M 0.06%
22,435
+1,603
141
$1.33M 0.06%
16,623
-253
142
$1.32M 0.06%
22,008
-536
143
$1.31M 0.06%
17,005
+178
144
$1.29M 0.06%
6,563
-1,367
145
$1.28M 0.06%
4,074
-27
146
$1.27M 0.06%
21,062
+1,756
147
$1.27M 0.06%
32,870
+161
148
$1.25M 0.06%
+57,906
149
$1.22M 0.06%
12,759
+4,691
150
$1.21M 0.06%
5,635
-760
4 5
6
7 8