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
1076
$5K ﹤0.01%
1,300
1077
$5K ﹤0.01%
150
-665
1078
$5K ﹤0.01%
105
+53
1079
$5K ﹤0.01%
394
1080
$5K ﹤0.01%
50
+9
1081
$5K ﹤0.01%
120
-61
1082
$5K ﹤0.01%
79
1083
$5K ﹤0.01%
313
1084
$5K ﹤0.01%
89
+64
1085
$5K ﹤0.01%
200
1086
$5K ﹤0.01%
1,000
-1,000
1087
$5K ﹤0.01%
282
1088
$5K ﹤0.01%
54
1089
$5K ﹤0.01%
101
1090
$5K ﹤0.01%
+300
1091
$5K ﹤0.01%
625
1092
$5K ﹤0.01%
+442
1093
$5K ﹤0.01%
110
-23
1094
$5K ﹤0.01%
+186
1095
$5K ﹤0.01%
299
1096
$4K ﹤0.01%
366
1097
$4K ﹤0.01%
350
1098
$4K ﹤0.01%
+309
1099
$4K ﹤0.01%
82
1100
$4K ﹤0.01%
64
42 43
44
45 46