F
FineMark National Bank & Trust Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for FineMark National Bank & Trust, 29% allocated to ETF.
- Top Sector
- ETF (29%)
- Market Cap Focus
- Mega Cap
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
98 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 46.3 quarters
- Avg. Top 20
- 45.5 quarters
- Avg. All Positions
- 26.6 quarters
- Median Holding Period
- 23 quarters
- Persistence Rate
- 84.67%
- Persistent Holdings Weight
- 96.63%
- Persistent Positions
- 370
- Longest Held
SPDR S&P 500 ETF TrustSPY - 49 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.03%
- Avg. Position Weight
- 0.23%
- Largest Position
- SPDR S&P 500 ETF TrustSPY - 5.86%
- Largest Ownership Stake
Topgolf Callaway Brands Corp.MODG - 0.31%- Avg. Ownership Stake
- 0.02%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q2 2013)
- Avg. New Position
- 0.06%
- Avg. Ownership Stake
- 0.05%
- Largest Position
United Parcel Service, Inc. Class BUPS - 24.95% (Q3 2020)- Largest Ownership Stake
Oxbridge Re Holdings LimitedOXBR - 4.36% (Q4 2020)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 4.1%
- Value Traded
- $125.23M
- Positions Added
- 12
- Positions Exited
- 25
Historical (Since Q2 2013)
- Avg. Turnover Ratio
- 5.6%
- Avg. Positions Added
- 56
- Avg. Positions Exited
- 65
- Highest Turnover
- 14.5%Q4 2016
- Lowest Turnover
- 1.8%Q4 2024