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
1351
$1K ﹤0.01%
+37
1352
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17
1353
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34
1354
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1355
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800
1356
– –
0
1357
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1358
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+30
1359
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1360
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1361
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86
1362
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110
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1363
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1364
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76
-88
1365
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+15
1366
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1,000
1367
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+44
1368
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35
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1369
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+450
1370
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23
1371
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286
-67
1372
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10
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10
1374
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34
+11
1375
$1K ﹤0.01%
+500
53 54
55
56 57