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
626
$45K 0.01%
1,675
-7
627
$44K ﹤0.01%
4,160
628
$44K ﹤0.01%
1,230
-462
629
$43K ﹤0.01%
1,000
630
$43K ﹤0.01%
+550
631
$43K ﹤0.01%
+3,500
632
$43K ﹤0.01%
1,200
633
$43K ﹤0.01%
954
+554
634
$43K ﹤0.01%
999
-555
635
$42K ﹤0.01%
5,000
636
$42K ﹤0.01%
500
637
$42K ﹤0.01%
631
+148
638
$42K ﹤0.01%
1,000
639
$42K ﹤0.01%
267
-400
640
$42K ﹤0.01%
353
641
$42K ﹤0.01%
1,583
-10
642
$42K ﹤0.01%
700
643
$42K ﹤0.01%
+2,500
644
$41K ﹤0.01%
595
645
$41K ﹤0.01%
732
-1,000
646
$41K ﹤0.01%
514
-41
647
$41K ﹤0.01%
3,666
-82
648
$41K ﹤0.01%
367
+17
649
$41K ﹤0.01%
845
-101
650
$40K ﹤0.01%
938
24 25
26
27 28