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
801
$23K ﹤0.01%
136
-405
802
$23K ﹤0.01%
217
803
$23K ﹤0.01%
1,548
-162
804
$23K ﹤0.01%
1,435
+1,220
805
$23K ﹤0.01%
2,768
-1,194
806
$23K ﹤0.01%
1,500
807
$23K ﹤0.01%
1,126
808
$22K ﹤0.01%
+98
809
$22K ﹤0.01%
+900
810
$22K ﹤0.01%
4,521
811
$22K ﹤0.01%
743
812
$22K ﹤0.01%
530
813
$22K ﹤0.01%
+300
814
$22K ﹤0.01%
1,984
+34
815
$22K ﹤0.01%
1,679
816
$21K ﹤0.01%
196
+95
817
$21K ﹤0.01%
500
818
$21K ﹤0.01%
1,256
819
$21K ﹤0.01%
+1,520
820
$21K ﹤0.01%
1,918
-1,614
821
$20K ﹤0.01%
593
822
$20K ﹤0.01%
236
823
$20K ﹤0.01%
301
-1,065
824
$20K ﹤0.01%
650
825
$20K ﹤0.01%
1,306
31 32
33
34 35