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
951
$10K ﹤0.01%
1,240
952
$10K ﹤0.01%
102
953
$10K ﹤0.01%
750
954
$10K ﹤0.01%
93
955
$10K ﹤0.01%
125
-75
956
$10K ﹤0.01%
716
957
$10K ﹤0.01%
264
+245
958
$10K ﹤0.01%
649
959
$10K ﹤0.01%
200
-400
960
$10K ﹤0.01%
245
+39
961
$9K ﹤0.01%
210
+40
962
$9K ﹤0.01%
142
963
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169
-80
964
$9K ﹤0.01%
333
-5
965
$9K ﹤0.01%
563
966
$9K ﹤0.01%
71
+25
967
$9K ﹤0.01%
55
-12
968
$9K ﹤0.01%
+375
969
$9K ﹤0.01%
209
970
$9K ﹤0.01%
200
971
$9K ﹤0.01%
104
972
$9K ﹤0.01%
482
-44
973
$9K ﹤0.01%
107
974
$9K ﹤0.01%
264
-17
975
$9K ﹤0.01%
5
37 38
39
40 41