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
376
$130K 0.01%
944
+41
377
$130K 0.01%
1,753
+64
378
$129K 0.01%
2,268
+94
379
$128K 0.01%
2,389
380
$127K 0.01%
6,765
381
$127K 0.01%
1,511
-353
382
$127K 0.01%
8,209
+11
383
$127K 0.01%
+2,300
384
$126K 0.01%
927
-9
385
$125K 0.01%
3,021
386
$124K 0.01%
7,405
387
$123K 0.01%
4,900
388
$122K 0.01%
2,230
-132
389
$122K 0.01%
2,621
+240
390
$122K 0.01%
6,780
391
$122K 0.01%
2,400
392
$120K 0.01%
2,243
393
$120K 0.01%
1,491
-24
394
$120K 0.01%
1,040
395
$119K 0.01%
2,000
396
$118K 0.01%
1,451
+26
397
$118K 0.01%
+625
398
$117K 0.01%
845
399
$117K 0.01%
870
-9
400
$116K 0.01%
2,750
14 15
16
17 18