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
$897M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,477
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.04M
3
+$2.83M
4
MMM icon
3M
MMM
+$1.92M
5
AMGN icon
Amgen
AMGN
+$1.86M

Top Sells

1
+$2.51M
2
+$1.54M
3
+$1.43M
4
STZ icon
Constellation Brands
STZ
+$1.36M
5
MCK icon
McKesson
MCK
+$1.22M

Sector Composition

1 Healthcare 11.41%
2 Financials 10.69%
3 Industrials 10.28%
4 Technology 9.39%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$212K 0.02%
9,529
+1,456
302
$212K 0.02%
1,605
+417
303
$211K 0.02%
5,240
+100
304
$209K 0.02%
5,674
-164
305
$205K 0.02%
3,664
306
$203K 0.02%
2,604
-257
307
$203K 0.02%
7,180
308
$202K 0.02%
8,204
309
$198K 0.02%
8,000
310
$195K 0.02%
10,000
311
$195K 0.02%
2,719
312
$194K 0.02%
4,373
-108
313
$192K 0.02%
4,490
314
$192K 0.02%
4,297
315
$190K 0.02%
1,258
316
$189K 0.02%
13,963
317
$187K 0.02%
8,560
318
$185K 0.02%
5,202
-1,646
319
$183K 0.02%
5,045
320
$181K 0.02%
7,808
+844
321
$181K 0.02%
3,861
-32,879
322
$180K 0.02%
6,000
323
$179K 0.02%
10,035
+35
324
$176K 0.02%
5,455
325
$173K 0.02%
1,051
+613
11 12
13
14 15