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
776
$26K ﹤0.01%
+2,000
777
$25K ﹤0.01%
1,025
778
$25K ﹤0.01%
+1,000
779
$25K ﹤0.01%
1,000
-34
780
$25K ﹤0.01%
+218
781
$25K ﹤0.01%
1,276
+4
782
$25K ﹤0.01%
1,649
783
$25K ﹤0.01%
20,600
+9,000
784
$25K ﹤0.01%
1,085
785
$25K ﹤0.01%
+840
786
$25K ﹤0.01%
+4,254
787
$25K ﹤0.01%
1,000
788
$24K ﹤0.01%
1,000
789
$24K ﹤0.01%
530
790
$24K ﹤0.01%
2,190
+2,000
791
$24K ﹤0.01%
+632
792
$24K ﹤0.01%
642
+571
793
$24K ﹤0.01%
793
-412
794
$24K ﹤0.01%
1,398
-349
795
$24K ﹤0.01%
250
796
$24K ﹤0.01%
520
+5
797
$23K ﹤0.01%
350
798
$23K ﹤0.01%
+415
799
$23K ﹤0.01%
250
-160
800
$23K ﹤0.01%
67
-44
30 31
32
33 34