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
1226
$2K ﹤0.01%
17
1227
$2K ﹤0.01%
+84
1228
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99
1229
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32
1230
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89
-17
1231
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46
1232
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46
1233
$2K ﹤0.01%
+300
1234
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+243
1235
$2K ﹤0.01%
250
1236
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33
1237
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1238
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21
-59
1239
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59
1240
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14
1241
– –
0
1242
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59
+21
1243
$2K ﹤0.01%
65
1244
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22
1245
$2K ﹤0.01%
63
+8
1246
$2K ﹤0.01%
11
+4
1247
$2K ﹤0.01%
10
+2
1248
$2K ﹤0.01%
+52
1249
$2K ﹤0.01%
44
1250
$1K ﹤0.01%
+370
48 49
50
51 52