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
1151
$3K ﹤0.01%
53
+12
1152
$3K ﹤0.01%
214
-292
1153
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+101
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+64
1155
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1156
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1157
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170
1158
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1159
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1160
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11
-2
1161
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-530
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240
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1163
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169
-84
1164
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20
-382
1165
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26
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171
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1167
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61
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1168
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43
-7
1169
$3K ﹤0.01%
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1170
$3K ﹤0.01%
50
1171
$3K ﹤0.01%
48
-3
1172
$3K ﹤0.01%
50
1173
$3K ﹤0.01%
55
+27
1174
$3K ﹤0.01%
105
+43
1175
$3K ﹤0.01%
+300
45 46
47
48 49