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
976
$9K ﹤0.01%
328
977
$9K ﹤0.01%
597
978
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143
979
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500
980
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171
-185
981
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1,500
982
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129
983
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+600
984
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206
+24
985
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+220
986
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+196
987
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290
+62
988
$8K ﹤0.01%
264
989
$8K ﹤0.01%
4,371
990
$8K ﹤0.01%
110
991
$8K ﹤0.01%
103
-91
992
$8K ﹤0.01%
+47
993
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994
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420
995
$8K ﹤0.01%
+114
996
$8K ﹤0.01%
155
997
$8K ﹤0.01%
390
998
$8K ﹤0.01%
+323
999
$8K ﹤0.01%
164
1000
$8K ﹤0.01%
211
-61
38 39
40
41 42