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
726
$31K ﹤0.01%
+10,000
727
$31K ﹤0.01%
+3,258
728
$31K ﹤0.01%
680
+231
729
$31K ﹤0.01%
1,159
-85
730
$31K ﹤0.01%
757
731
$31K ﹤0.01%
416
732
$30K ﹤0.01%
620
733
$30K ﹤0.01%
1,155
+30
734
$30K ﹤0.01%
+3,400
735
$30K ﹤0.01%
231
736
$30K ﹤0.01%
+1,300
737
$30K ﹤0.01%
+2,000
738
$30K ﹤0.01%
800
739
$30K ﹤0.01%
1,170
740
$30K ﹤0.01%
+3,263
741
$30K ﹤0.01%
2,093
-314
742
$30K ﹤0.01%
1,148
-20
743
$29K ﹤0.01%
920
744
$29K ﹤0.01%
238
+20
745
$29K ﹤0.01%
3,473
746
$29K ﹤0.01%
1,755
-1,067
747
$29K ﹤0.01%
628
+578
748
$28K ﹤0.01%
865
749
$28K ﹤0.01%
1,065
+1,000
750
$28K ﹤0.01%
2,000
28 29
30
31 32