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
1126
$4K ﹤0.01%
121
-272
1127
$4K ﹤0.01%
300
1128
$4K ﹤0.01%
37
1129
$4K ﹤0.01%
78
1130
$4K ﹤0.01%
220
-8
1131
$3K ﹤0.01%
+64
1132
$3K ﹤0.01%
170
1133
$3K ﹤0.01%
+73
1134
$3K ﹤0.01%
200
1135
$3K ﹤0.01%
+300
1136
$3K ﹤0.01%
+215
1137
$3K ﹤0.01%
100
1138
$3K ﹤0.01%
23
+9
1139
$3K ﹤0.01%
126
-31
1140
$3K ﹤0.01%
39
-178
1141
$3K ﹤0.01%
40
1142
$3K ﹤0.01%
66
1143
$3K ﹤0.01%
224
-252
1144
$3K ﹤0.01%
+92
1145
$3K ﹤0.01%
88
+20
1146
$3K ﹤0.01%
78
1147
$3K ﹤0.01%
108
1148
$3K ﹤0.01%
+271
1149
$3K ﹤0.01%
+252
1150
$3K ﹤0.01%
23
+7
44 45
46
47 48