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
601
$49K 0.01%
1,000
-22
602
$49K 0.01%
1,859
-29
603
$48K 0.01%
595
-466
604
$48K 0.01%
1,250
605
$48K 0.01%
1,098
+282
606
$48K 0.01%
840
607
$48K 0.01%
1,205
-39
608
$48K 0.01%
5,846
-307
609
$48K 0.01%
7,000
610
$48K 0.01%
800
611
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5,000
612
$47K 0.01%
4,500
613
$47K 0.01%
+4,400
614
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4,500
615
$47K 0.01%
3,750
616
$47K 0.01%
1,320
-1,250
617
$47K 0.01%
+2,218
618
$46K 0.01%
1,015
619
$46K 0.01%
4,500
620
$45K 0.01%
1,291
621
$45K 0.01%
200
622
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2,757
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623
$45K 0.01%
1,696
+16
624
$45K 0.01%
9,492
625
$45K 0.01%
3,327
-27
23 24
25
26 27