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
1126
$4K ﹤0.01%
121
-272
1127
$4K ﹤0.01%
300
1128
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37
1129
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78
1130
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220
-8
1131
$3K ﹤0.01%
58
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1132
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1133
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+9
1134
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126
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39
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1136
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1137
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1138
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224
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1139
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+92
1140
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88
+20
1141
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1142
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1143
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+271
1144
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+252
1145
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23
+7
1146
$3K ﹤0.01%
+48
1147
$3K ﹤0.01%
75
1148
$3K ﹤0.01%
41
1149
$3K ﹤0.01%
56
1150
$3K ﹤0.01%
+94
44 45
46
47 48