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
576
$55K 0.01%
708
-48
577
$54K 0.01%
338
+329
578
$54K 0.01%
1,000
579
$54K 0.01%
381
+10
580
$54K 0.01%
800
+300
581
$54K 0.01%
+3,000
582
$53K 0.01%
1,474
-1,026
583
$53K 0.01%
+1,150
584
$53K 0.01%
3,385
+678
585
$52K 0.01%
+1,000
586
$52K 0.01%
766
+16
587
$52K 0.01%
42
-6
588
$52K 0.01%
1,506
+16
589
$51K 0.01%
314
-357
590
$51K 0.01%
652
-669
591
$51K 0.01%
+1,103
592
$51K 0.01%
6,000
593
$51K 0.01%
879
+807
594
$51K 0.01%
1,135
+200
595
$50K 0.01%
2,500
+1,500
596
$50K 0.01%
63
597
$50K 0.01%
+1,914
598
$50K 0.01%
1,500
+1,100
599
$50K 0.01%
1,810
-50
600
$50K 0.01%
600
-114
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