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
901
$13K ﹤0.01%
287
-5
902
$13K ﹤0.01%
1,900
903
$13K ﹤0.01%
1,000
904
$13K ﹤0.01%
2,000
905
$13K ﹤0.01%
329
906
$13K ﹤0.01%
256
907
$13K ﹤0.01%
+102
908
$13K ﹤0.01%
1,223
+34
909
$13K ﹤0.01%
414
910
$13K ﹤0.01%
361
-3
911
$12K ﹤0.01%
200
912
$12K ﹤0.01%
254
913
$12K ﹤0.01%
305
914
$12K ﹤0.01%
294
915
$12K ﹤0.01%
155
916
$12K ﹤0.01%
215
917
$12K ﹤0.01%
275
918
$12K ﹤0.01%
71
919
$12K ﹤0.01%
1,250
920
$12K ﹤0.01%
105
921
$12K ﹤0.01%
694
-264
922
$12K ﹤0.01%
100
923
$12K ﹤0.01%
1,096
924
$11K ﹤0.01%
583
-267
925
$11K ﹤0.01%
322
35 36
37
38 39