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
1301
$1K ﹤0.01%
15
1302
$1K ﹤0.01%
100
1303
$1K ﹤0.01%
+28
1304
$1K ﹤0.01%
123
1305
$1K ﹤0.01%
21
1306
$1K ﹤0.01%
+14
1307
$1K ﹤0.01%
70
1308
$1K ﹤0.01%
33
+15
1309
$1K ﹤0.01%
147
1310
$1K ﹤0.01%
28
1311
$1K ﹤0.01%
59
1312
$1K ﹤0.01%
+28
1313
$1K ﹤0.01%
23
-14
1314
$1K ﹤0.01%
+18
1315
$1K ﹤0.01%
50
1316
$1K ﹤0.01%
8
1317
$1K ﹤0.01%
40
-29
1318
$1K ﹤0.01%
37
1319
$1K ﹤0.01%
56
1320
$1K ﹤0.01%
+13
1321
$1K ﹤0.01%
+15
1322
$1K ﹤0.01%
50
-45
1323
$1K ﹤0.01%
20
1324
$1K ﹤0.01%
+5
1325
$1K ﹤0.01%
7
51 52
53
54 55