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
1201
$2K ﹤0.01%
89
1202
$2K ﹤0.01%
+79
1203
$2K ﹤0.01%
55
1204
$2K ﹤0.01%
28
1205
$2K ﹤0.01%
48
+1
1206
$2K ﹤0.01%
46
-28
1207
$2K ﹤0.01%
239
1208
$2K ﹤0.01%
85
1209
$2K ﹤0.01%
58
1210
$2K ﹤0.01%
111
-1
1211
$2K ﹤0.01%
80
1212
$2K ﹤0.01%
28
1213
$2K ﹤0.01%
+30
1214
$2K ﹤0.01%
147
1215
$2K ﹤0.01%
+21
1216
$2K ﹤0.01%
+50
1217
$2K ﹤0.01%
52
1218
$2K ﹤0.01%
+134
1219
$2K ﹤0.01%
73
-647
1220
$2K ﹤0.01%
31
1221
$2K ﹤0.01%
34
1222
$2K ﹤0.01%
40
1223
$2K ﹤0.01%
57
1224
$2K ﹤0.01%
+50
1225
$2K ﹤0.01%
16
-60
47 48
49
50 51