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
1326
$1K ﹤0.01%
48
1327
$1K ﹤0.01%
17
1328
$1K ﹤0.01%
200
-1
1329
$1K ﹤0.01%
+10
1330
$1K ﹤0.01%
+20
1331
$1K ﹤0.01%
65
1332
$1K ﹤0.01%
21
-158
1333
$1K ﹤0.01%
9
1334
$1K ﹤0.01%
5
-16
1335
$1K ﹤0.01%
22
1336
$1K ﹤0.01%
+9
1337
$1K ﹤0.01%
+78
1338
$1K ﹤0.01%
14
1339
$1K ﹤0.01%
+25
1340
$1K ﹤0.01%
15
+2
1341
$1K ﹤0.01%
+87
1342
$1K ﹤0.01%
+182
1343
$1K ﹤0.01%
26
-643
1344
$1K ﹤0.01%
124
1345
$1K ﹤0.01%
31
1346
$1K ﹤0.01%
44
1347
$1K ﹤0.01%
45
-2,503
1348
$1K ﹤0.01%
+76
1349
$1K ﹤0.01%
51
+1
1350
$1K ﹤0.01%
+46
52 53
54
55 56