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
926
$11K ﹤0.01%
176
+70
927
$11K ﹤0.01%
346
-45
928
$11K ﹤0.01%
594
929
$11K ﹤0.01%
132
+23
930
$11K ﹤0.01%
232
+2
931
$11K ﹤0.01%
2,000
932
$11K ﹤0.01%
200
933
$11K ﹤0.01%
428
+256
934
$11K ﹤0.01%
200
935
$11K ﹤0.01%
251
936
$11K ﹤0.01%
600
937
$11K ﹤0.01%
1,000
938
$11K ﹤0.01%
500
939
$11K ﹤0.01%
260
+2
940
$11K ﹤0.01%
100
941
$10K ﹤0.01%
93
942
$10K ﹤0.01%
250
-150
943
$10K ﹤0.01%
127
944
$10K ﹤0.01%
+166
945
$10K ﹤0.01%
+654
946
$10K ﹤0.01%
188
-4
947
$10K ﹤0.01%
105
+90
948
$10K ﹤0.01%
229
-100
949
$10K ﹤0.01%
413
950
$10K ﹤0.01%
234
36 37
38
39 40