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
751
$28K ﹤0.01%
2,063
752
$28K ﹤0.01%
554
753
$28K ﹤0.01%
600
+75
754
$28K ﹤0.01%
596
+574
755
$28K ﹤0.01%
347
756
$28K ﹤0.01%
1,633
-63
757
$28K ﹤0.01%
894
-41
758
$28K ﹤0.01%
684
759
$28K ﹤0.01%
1,284
+50
760
$28K ﹤0.01%
1,614
761
$27K ﹤0.01%
284
+84
762
$27K ﹤0.01%
+1,012
763
$27K ﹤0.01%
775
-848
764
$27K ﹤0.01%
315
+15
765
$27K ﹤0.01%
465
-600
766
$27K ﹤0.01%
400
767
$26K ﹤0.01%
150
-200
768
$26K ﹤0.01%
115
769
$26K ﹤0.01%
778
-721
770
$26K ﹤0.01%
+1,682
771
$26K ﹤0.01%
900
-131
772
$26K ﹤0.01%
177
-346
773
$26K ﹤0.01%
1,056
+588
774
$26K ﹤0.01%
1,002
+2
775
$26K ﹤0.01%
381
+1
29 30
31
32 33