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
426
$107K 0.01%
4,635
-4,557
427
$107K 0.01%
3,000
428
$107K 0.01%
6,828
429
$106K 0.01%
3,748
-564
430
$105K 0.01%
424
-127
431
$105K 0.01%
11,957
432
$105K 0.01%
3,135
-143
433
$105K 0.01%
+745
434
$104K 0.01%
2,643
+16
435
$104K 0.01%
10,028
436
$104K 0.01%
3,060
+346
437
$104K 0.01%
1,226
438
$103K 0.01%
+3,734
439
$103K 0.01%
1,203
+165
440
$103K 0.01%
5,624
441
$102K 0.01%
1,609
442
$101K 0.01%
2,030
443
$100K 0.01%
9,984
-9,986
444
$100K 0.01%
1,422
+1,022
445
$99K 0.01%
2,599
-999
446
$97K 0.01%
1,494
-848
447
$97K 0.01%
2,178
448
$96K 0.01%
6,000
+3,000
449
$96K 0.01%
1,938
-92
450
$96K 0.01%
3,930
-3,930
16 17
18
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