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
701
$35K ﹤0.01%
930
-150
702
$34K ﹤0.01%
1,144
+31
703
$34K ﹤0.01%
404
704
$34K ﹤0.01%
1,704
-963
705
$34K ﹤0.01%
2,316
-22
706
$34K ﹤0.01%
636
707
$34K ﹤0.01%
1,000
708
$33K ﹤0.01%
300
709
$33K ﹤0.01%
663
+400
710
$33K ﹤0.01%
3,312
-1,808
711
$33K ﹤0.01%
1,665
712
$33K ﹤0.01%
234
+54
713
$33K ﹤0.01%
1,034
714
$33K ﹤0.01%
485
-250
715
$33K ﹤0.01%
594
+94
716
$33K ﹤0.01%
847
+136
717
$33K ﹤0.01%
2,257
718
$33K ﹤0.01%
283
719
$33K ﹤0.01%
859
+163
720
$32K ﹤0.01%
2,013
721
$32K ﹤0.01%
1,050
-133
722
$32K ﹤0.01%
+3,000
723
$32K ﹤0.01%
1,938
724
$32K ﹤0.01%
1,200
725
$31K ﹤0.01%
1,010
-431
27 28
29
30 31