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
401
$116K 0.01%
1,278
-3,942
402
$115K 0.01%
4,280
403
$115K 0.01%
3,086
+17
404
$114K 0.01%
313
-99
405
$114K 0.01%
1,988
+6
406
$114K 0.01%
1,262
407
$114K 0.01%
9,025
+8,468
408
$113K 0.01%
1,117
+999
409
$113K 0.01%
11,431
+3,000
410
$113K 0.01%
4,332
+84
411
$113K 0.01%
10,250
412
$111K 0.01%
1,607
-66
413
$111K 0.01%
3,758
+109
414
$111K 0.01%
2,324
-181
415
$110K 0.01%
4,386
-16,363
416
$110K 0.01%
3,562
417
$109K 0.01%
1,459
-83
418
$109K 0.01%
7,364
-3,366
419
$109K 0.01%
2,780
+1,205
420
$109K 0.01%
1,484
+1,264
421
$109K 0.01%
3,055
+176
422
$108K 0.01%
1,187
+515
423
$108K 0.01%
645
+256
424
$108K 0.01%
3,938
-22
425
$107K 0.01%
597
-93
15 16
17
18 19