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
876
$15K ﹤0.01%
200
877
$15K ﹤0.01%
364
+263
878
$15K ﹤0.01%
940
+570
879
$15K ﹤0.01%
979
880
$14K ﹤0.01%
1,717
-80
881
$14K ﹤0.01%
+506
882
$14K ﹤0.01%
736
+61
883
$14K ﹤0.01%
580
-1,400
884
$14K ﹤0.01%
+100
885
$14K ﹤0.01%
185
+85
886
$14K ﹤0.01%
800
887
$14K ﹤0.01%
520
888
$14K ﹤0.01%
1,000
889
$14K ﹤0.01%
400
890
$14K ﹤0.01%
1,000
891
$14K ﹤0.01%
289
-106
892
$14K ﹤0.01%
303
-9
893
$14K ﹤0.01%
187
894
$13K ﹤0.01%
2,220
-77
895
$13K ﹤0.01%
2,730
-1,155
896
$13K ﹤0.01%
+700
897
$13K ﹤0.01%
264
+164
898
$13K ﹤0.01%
545
899
$13K ﹤0.01%
582
-391
900
$13K ﹤0.01%
287
-5
34 35
36
37 38