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
251
$382K 0.05%
30,330
-12,120
252
$378K 0.05%
9,588
+2,556
253
$377K 0.05%
14,025
254
$376K 0.05%
5,479
-1,804
255
$372K 0.05%
5,425
-125
256
$371K 0.05%
7,416
+566
257
$367K 0.05%
3,351
258
$364K 0.05%
8,370
+7,658
259
$357K 0.05%
11,957
+11,147
260
$353K 0.05%
12,414
+2
261
$352K 0.05%
5,612
+655
262
$346K 0.05%
6,750
+1,500
263
$343K 0.05%
36,005
264
$341K 0.05%
12,986
+110
265
$340K 0.05%
21,738
+16,333
266
$333K 0.05%
16,404
+78
267
$333K 0.05%
4,692
+20
268
$327K 0.04%
13,917
-1,784
269
$326K 0.04%
6,252
+530
270
$324K 0.04%
3,149
-430
271
$322K 0.04%
3,314
+375
272
$317K 0.04%
1,915
+73
273
$317K 0.04%
8,753
-2,868
274
$315K 0.04%
13,000
275
$313K 0.04%
9,780
-188
9 10
11
12 13