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
826
$20K ﹤0.01%
467
-42
827
$20K ﹤0.01%
643
+47
828
$20K ﹤0.01%
404
-99
829
$19K ﹤0.01%
+137
830
$19K ﹤0.01%
443
+101
831
$19K ﹤0.01%
1,267
-132
832
$19K ﹤0.01%
+1,296
833
$19K ﹤0.01%
296
-567
834
$19K ﹤0.01%
301
835
$19K ﹤0.01%
128
836
$19K ﹤0.01%
448
837
$18K ﹤0.01%
950
838
$18K ﹤0.01%
227
839
$18K ﹤0.01%
3,000
840
$18K ﹤0.01%
345
841
$18K ﹤0.01%
274
842
$18K ﹤0.01%
+600
843
$18K ﹤0.01%
932
+42
844
$18K ﹤0.01%
876
+417
845
$18K ﹤0.01%
607
846
$18K ﹤0.01%
1,155
847
$18K ﹤0.01%
1,230
-517
848
$18K ﹤0.01%
+479
849
$18K ﹤0.01%
1,380
+512
850
$17K ﹤0.01%
722
+8
32 33
34
35 36