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
351
$151K 0.02%
2,838
-393
352
$150K 0.02%
16,350
353
$147K 0.02%
1,846
-642
354
$147K 0.02%
5,197
-205
355
$146K 0.02%
6,200
+143
356
$146K 0.02%
+2,995
357
$146K 0.02%
4,000
358
$144K 0.02%
10,532
-118
359
$141K 0.02%
4,158
+97
360
$139K 0.02%
1,166
-286
361
$139K 0.02%
7,417
362
$139K 0.02%
1,202
-401
363
$138K 0.02%
1,080
364
$138K 0.02%
523
365
$137K 0.02%
1,922
-189
366
$137K 0.02%
5,096
+2,001
367
$136K 0.02%
3,000
-1,000
368
$136K 0.02%
3,000
369
$135K 0.02%
5,000
370
$133K 0.01%
2,550
371
$133K 0.01%
3,514
-450
372
$131K 0.01%
1,293
-200
373
$131K 0.01%
5,500
374
$131K 0.01%
2,839
+268
375
$130K 0.01%
2,787
-274
13 14
15
16 17