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
476
$86K 0.01%
102
477
$84K 0.01%
3,050
478
$84K 0.01%
2,464
+68
479
$84K 0.01%
2,411
-143
480
$83K 0.01%
2,301
-200
481
$83K 0.01%
1,177
-634
482
$83K 0.01%
+2,453
483
$83K 0.01%
3,917
-8
484
$83K 0.01%
6,413
-2
485
$83K 0.01%
669
-343
486
$82K 0.01%
1,373
487
$82K 0.01%
+1,300
488
$82K 0.01%
812
489
$81K 0.01%
4,000
490
$81K 0.01%
1,393
491
$81K 0.01%
2,120
+1,520
492
$81K 0.01%
2,959
+12
493
$81K 0.01%
1,877
+909
494
$80K 0.01%
+2,241
495
$80K 0.01%
1,679
-22
496
$80K 0.01%
3,070
497
$79K 0.01%
+1,855
498
$79K 0.01%
1,395
+1,074
499
$79K 0.01%
3,519
+9
500
$78K 0.01%
7,500
18 19
20
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