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
1051
$6K ﹤0.01%
300
1052
$6K ﹤0.01%
203
-26
1053
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150
+3
1054
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2,000
1055
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100
1056
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225
1057
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8
1058
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1059
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151
1060
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1,060
1061
$5K ﹤0.01%
819
1062
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150
1064
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+122
1065
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323
+4
1066
$5K ﹤0.01%
1,100
1067
$5K ﹤0.01%
85
-215
1068
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168
+12
1069
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120
1070
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+49
1071
$5K ﹤0.01%
250
1072
$5K ﹤0.01%
77
1073
$5K ﹤0.01%
211
1074
$5K ﹤0.01%
185
1075
$5K ﹤0.01%
112
41 42
43
44 45