FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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 +$3.01M
2 +$3.01M
3 +$2.71M
4
AMGN icon
Amgen
AMGN
+$1.91M
5
MMM icon
3M
MMM
+$1.85M

Top Sells

1 +$2.42M
2 +$1.66M
3 +$1.47M
4
STZ icon
Constellation Brands
STZ
+$1.29M
5
MCK icon
McKesson
MCK
+$1.15M

Sector Composition

1 Healthcare 11.41%
2 Financials 10.69%
3 Industrials 10.28%
4 Technology 9.39%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$26K ﹤0.01%
+2,000
777
$25K ﹤0.01%
+4,254
778
$25K ﹤0.01%
1,025
779
$25K ﹤0.01%
+1,000
780
$25K ﹤0.01%
1,000
-34
781
$25K ﹤0.01%
+218
782
$25K ﹤0.01%
1,276
+4
783
$25K ﹤0.01%
1,649
784
$25K ﹤0.01%
20,600
+9,000
785
$25K ﹤0.01%
1,085
786
$25K ﹤0.01%
1,000
787
$25K ﹤0.01%
+840
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