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
501
$78K 0.01%
3,171
+54
502
$78K 0.01%
1,225
503
$78K 0.01%
5,629
+474
504
$77K 0.01%
2,799
+641
505
$76K 0.01%
5,540
506
$76K 0.01%
1,624
+135
507
$76K 0.01%
1,861
508
$75K 0.01%
319
-52
509
$75K 0.01%
+4,000
510
$74K 0.01%
957
-29
511
$74K 0.01%
2,690
512
$73K 0.01%
1,280
+101
513
$73K 0.01%
4,764
514
$73K 0.01%
+1,906
515
$73K 0.01%
500
516
$72K 0.01%
1,400
517
$72K 0.01%
3,778
518
$71K 0.01%
1,196
+19
519
$71K 0.01%
+1,440
520
$70K 0.01%
+2,864
521
$70K 0.01%
4,500
522
$69K 0.01%
1,250
523
$68K 0.01%
1,500
-200
524
$67K 0.01%
3,117
+345
525
$66K 0.01%
3,658
+178
19 20
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