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
651
$40K ﹤0.01%
2,778
+193
652
$40K ﹤0.01%
1,735
653
$40K ﹤0.01%
820
-66
654
$40K ﹤0.01%
435
655
$40K ﹤0.01%
1,748
-320
656
$40K ﹤0.01%
1,993
657
$39K ﹤0.01%
900
658
$39K ﹤0.01%
2,007
+7
659
$39K ﹤0.01%
784
660
$39K ﹤0.01%
420
-345
661
$39K ﹤0.01%
875
+625
662
$39K ﹤0.01%
+1,562
663
$39K ﹤0.01%
2,130
-2,290
664
$39K ﹤0.01%
562
+54
665
$38K ﹤0.01%
455
666
$38K ﹤0.01%
557
667
$38K ﹤0.01%
393
-409
668
$38K ﹤0.01%
1,000
669
$38K ﹤0.01%
396
670
$38K ﹤0.01%
568
+61
671
$38K ﹤0.01%
2,500
672
$38K ﹤0.01%
705
-259
673
$38K ﹤0.01%
+2,000
674
$37K ﹤0.01%
410
675
$37K ﹤0.01%
+3,100
25 26
27
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