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
551
$59K 0.01%
2,323
552
$59K 0.01%
1,487
553
$58K 0.01%
1,430
-12
554
$58K 0.01%
4,626
555
$58K 0.01%
5,850
-5,850
556
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2,267
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557
$58K 0.01%
2,398
-12
558
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559
$58K 0.01%
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560
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3,660
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561
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1,127
562
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503
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563
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564
$57K 0.01%
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565
$56K 0.01%
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566
$56K 0.01%
1,020
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567
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570
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573
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574
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+1,500
575
$55K 0.01%
840
-123
21 22
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