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
$332M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$8.27M
3 +$7.93M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.85M
5
CVX icon
Chevron
CVX
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.62%
4 Financials 9.7%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$310K 0.09%
+16,923
202
$306K 0.09%
+12,282
203
$303K 0.09%
+5,455
204
$301K 0.09%
+10,360
205
$295K 0.09%
+3,487
206
$294K 0.09%
+5,645
207
$288K 0.09%
+5,780
208
$287K 0.09%
+6,356
209
$287K 0.09%
+1,239
210
$286K 0.09%
+4,596
211
$286K 0.09%
+10,005
212
$286K 0.09%
+8,200
213
$284K 0.09%
+22,900
214
$283K 0.09%
+7,094
215
$282K 0.08%
+1,031
216
$273K 0.08%
+8,330
217
$272K 0.08%
+6,775
218
$272K 0.08%
+8,325
219
$270K 0.08%
+6,244
220
$269K 0.08%
+27,175
221
$268K 0.08%
+5,978
222
$266K 0.08%
+3,647
223
$266K 0.08%
+8,247
224
$265K 0.08%
+13,605
225
$265K 0.08%
+5,300