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
1076
$5K ﹤0.01%
323
+4
1077
$5K ﹤0.01%
1,100
1078
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85
-215
1079
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168
+12
1080
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+49
1082
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250
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89
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1086
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1,000
-1,000
1087
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1088
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1089
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101
1090
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+300
1091
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625
1092
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110
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1094
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1095
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299
1096
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155
-500
1097
$4K ﹤0.01%
1,045
1098
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37
-195
1099
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150
1100
$4K ﹤0.01%
366