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
676
$37K ﹤0.01%
1,420
677
$37K ﹤0.01%
406
-44
678
$37K ﹤0.01%
+4,700
679
$37K ﹤0.01%
402
680
$37K ﹤0.01%
480
-55
681
$37K ﹤0.01%
664
682
$37K ﹤0.01%
1,326
683
$36K ﹤0.01%
270
-60
684
$36K ﹤0.01%
334
+195
685
$36K ﹤0.01%
+1,031
686
$36K ﹤0.01%
1,400
687
$36K ﹤0.01%
2,000
688
$36K ﹤0.01%
2,096
-316
689
$36K ﹤0.01%
333
+4
690
$36K ﹤0.01%
1,390
+352
691
$36K ﹤0.01%
5,000
692
$36K ﹤0.01%
1,422
+170
693
$35K ﹤0.01%
226
-37
694
$35K ﹤0.01%
1,740
695
$35K ﹤0.01%
2,000
696
$35K ﹤0.01%
5,615
+1,790
697
$35K ﹤0.01%
868
+135
698
$35K ﹤0.01%
2,400
+2,000
699
$35K ﹤0.01%
1,548
+587
700
$35K ﹤0.01%
564
-79
26 27
28
29 30