FineMark National Bank & Trust 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FN FineMark National Bank & Trust | Institutional Filer | ▲ 4.61% | $3.20B | 452 |
Current Portfolio Holdings
Showing all 452 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 268K | $182.9M | 5.71% |
| 2 | UPS | United Parcel Service, Inc. | Industrials | 1.7M | $169.2M | 5.28% |
| 3 | IVV | ISHARES TR | — | 238K | $162.7M | 5.08% |
| 4 | AAPL | Apple Inc. | Technology | 545K | $148.0M | 4.62% |
| 5 | MSFT | Microsoft Corporation | Technology | 186K | $90.2M | 2.81% |
| 6 | GOOG | Alphabet Inc. | Technology | 284K | $89.2M | 2.78% |
| 7 | AVGO | Broadcom Inc. | Technology | 240K | $83.0M | 2.59% |
| 8 | NVDA | NVIDIA Corporation | Technology | 418K | $77.9M | 2.43% |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | — | 116K | $70.0M | 2.19% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 186K | $59.9M | 1.87% |
| 11 | IWM | iShares Russell 2000 ETF | — | 230K | $56.7M | 1.77% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 242K | $55.8M | 1.74% |
| 13 | EFA | ISHARES TR | — | 553K | $53.1M | 1.66% |
| 14 | META | Meta Platforms, Inc. | Technology | 57K | $37.7M | 1.18% |
| 15 | IJH | ISHARES TR | — | 534K | $35.3M | 1.10% |
Showing 1 to 15 of 452 holdings