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
451
$95K 0.01%
4,187
+316
452
$95K 0.01%
1,721
+6
453
$95K 0.01%
1,164
-82
454
$95K 0.01%
1,031
455
$94K 0.01%
662
-656
456
$94K 0.01%
2,000
457
$94K 0.01%
6,085
458
$93K 0.01%
6,206
-80
459
$93K 0.01%
1,447
460
$93K 0.01%
12,800
461
$93K 0.01%
+2,704
462
$92K 0.01%
908
463
$92K 0.01%
2,114
+114
464
$91K 0.01%
5,103
+3,300
465
$91K 0.01%
2,009
-25
466
$90K 0.01%
3,171
+277
467
$88K 0.01%
1,076
-324
468
$88K 0.01%
1,234
+427
469
$88K 0.01%
4,000
470
$88K 0.01%
2,858
-363
471
$87K 0.01%
3,434
+39
472
$86K 0.01%
1,333
-5,500
473
$86K 0.01%
6,859
-433
474
$86K 0.01%
1,550
475
$86K 0.01%
4,035
+70
17 18
19
20 21