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
851
$17K ﹤0.01%
722
+8
852
$17K ﹤0.01%
+1,000
853
$17K ﹤0.01%
489
+180
854
$17K ﹤0.01%
235
+143
855
$17K ﹤0.01%
+587
856
$17K ﹤0.01%
300
-200
857
$17K ﹤0.01%
242
-190
858
$16K ﹤0.01%
273
+19
859
$16K ﹤0.01%
46
860
$16K ﹤0.01%
750
861
$16K ﹤0.01%
367
862
$16K ﹤0.01%
400
863
$16K ﹤0.01%
821
864
$16K ﹤0.01%
+1,000
865
$16K ﹤0.01%
+1,200
866
$16K ﹤0.01%
372
867
$16K ﹤0.01%
300
868
$16K ﹤0.01%
+750
869
$16K ﹤0.01%
1,365
870
$15K ﹤0.01%
950
871
$15K ﹤0.01%
727
872
$15K ﹤0.01%
1,926
+55
873
$15K ﹤0.01%
250
+102
874
$15K ﹤0.01%
161
-42
875
$15K ﹤0.01%
400
33 34
35
36 37