FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.64M
3
+$5.99M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.49M
5
LYB icon
LyondellBasell Industries
LYB
+$4.77M

Top Sells

1
+$7.82M
2
+$5.33M
3
+$4.15M
4
HAL icon
Halliburton
HAL
+$3.01M
5
DD
Du Pont De Nemours E I
DD
+$2.67M

Sector Composition

1 Industrials 29.08%
2 Financials 9.82%
3 Technology 9.08%
4 Healthcare 7.95%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$811K 0.05%
4,636
-5
177
$806K 0.05%
11,473
+858
178
$799K 0.05%
9,275
-37
179
$792K 0.05%
8,294
+2,375
180
$752K 0.05%
16,048
-10,541
181
$745K 0.05%
5,528
-91
182
$744K 0.05%
13,224
+2,535
183
$742K 0.05%
5,490
+218
184
$739K 0.05%
9,711
+3,443
185
$733K 0.05%
15,130
-198
186
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7,954
-452
187
$729K 0.05%
14,841
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188
$727K 0.05%
11,280
-220
189
$723K 0.05%
16,534
-1,220
190
$723K 0.05%
+6,366
191
$722K 0.05%
14,000
192
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5,143
+102
193
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19,458
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194
$709K 0.05%
9,980
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195
$696K 0.05%
4,705
-14
196
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4,594
+162
197
$690K 0.05%
4,340
-253
198
$688K 0.05%
11,666
+4,460
199
$682K 0.05%
5,263
+1,658
200
$668K 0.04%
20,046
6 7
8
9 10