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
1026
$7K ﹤0.01%
300
1027
$7K ﹤0.01%
207
-18
1028
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561
1029
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250
1030
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128
1031
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+360
1032
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+1,720
1033
$6K ﹤0.01%
268
-300
1034
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117
1035
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+100
1036
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190
1037
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76
1038
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1039
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3
1040
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100
1041
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1042
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1043
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1044
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1045
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1046
$6K ﹤0.01%
250
1047
$6K ﹤0.01%
118
1048
$6K ﹤0.01%
+400
1049
$6K ﹤0.01%
22
1050
$6K ﹤0.01%
184