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
526
$66K 0.01%
2,290
+66
527
$66K 0.01%
7,500
528
$65K 0.01%
1,371
529
$65K 0.01%
3,004
+282
530
$65K 0.01%
2,272
-1,827
531
$65K 0.01%
7,100
+1,900
532
$65K 0.01%
+3,400
533
$64K 0.01%
3,114
-383
534
$63K 0.01%
1,333
535
$63K 0.01%
1,550
-450
536
$63K 0.01%
1,407
537
$63K 0.01%
+786
538
$62K 0.01%
2,870
+370
539
$62K 0.01%
2,323
540
$62K 0.01%
56
541
$62K 0.01%
1,024
+298
542
$61K 0.01%
644
-83
543
$61K 0.01%
1,708
544
$60K 0.01%
+4,500
545
$60K 0.01%
310
546
$60K 0.01%
1,500
+50
547
$60K 0.01%
+1,080
548
$59K 0.01%
4,120
+212
549
$59K 0.01%
10,292
-10,293
550
$59K 0.01%
+4,080
20 21
22
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