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
$735M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,522
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.77M
3
+$1.72M
4
KMI icon
Kinder Morgan
KMI
+$1.67M
5
BLK icon
Blackrock
BLK
+$1.62M

Top Sells

1
+$151M
2
+$1.94M
3
+$1.42M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.11M
5
PM icon
Philip Morris
PM
+$1.11M

Sector Composition

1 Healthcare 12.84%
2 Industrials 11.32%
3 Technology 11.04%
4 Financials 10.36%
5 Energy 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$469K 0.06%
14,966
+2,153
227
$469K 0.06%
14,000
228
$469K 0.06%
4,111
+1,581
229
$465K 0.06%
35,750
+200
230
$465K 0.06%
4,129
+38
231
$458K 0.06%
11,673
+5,673
232
$449K 0.06%
55,600
233
$443K 0.06%
2,108
+218
234
$439K 0.06%
5,713
+207
235
$433K 0.06%
13,263
-3,011
236
$433K 0.06%
5,250
-3,368
237
$431K 0.06%
13,040
238
$429K 0.06%
5,226
-1,051
239
$426K 0.06%
12,234
-2,500
240
$412K 0.06%
4,427
+315
241
$409K 0.06%
9,546
-40
242
$408K 0.06%
6,836
-145
243
$405K 0.06%
8,278
+1,360
244
$403K 0.05%
4,277
+622
245
$403K 0.05%
16,800
+5,354
246
$400K 0.05%
11,267
+970
247
$400K 0.05%
3,405
248
$400K 0.05%
13,123
-29,148
249
$398K 0.05%
9,495
-141
250
$382K 0.05%
1,954
+351
8 9
10
11 12