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
276
$310K 0.04%
6,527
+902
277
$310K 0.04%
5,478
+78
278
$306K 0.04%
3,390
+1,355
279
$305K 0.04%
7,316
-1,440
280
$304K 0.04%
4,984
+349
281
$300K 0.04%
4,736
+711
282
$293K 0.04%
12,821
+3,818
283
$291K 0.04%
2,790
284
$286K 0.04%
4,539
-230
285
$286K 0.04%
4,618
-12
286
$284K 0.04%
22,625
287
$284K 0.04%
7,180
288
$284K 0.04%
5,540
+24
289
$279K 0.04%
3,187
+482
290
$278K 0.04%
5,626
-887
291
$277K 0.04%
1,562
292
$272K 0.04%
15,649
293
$270K 0.04%
5,132
294
$269K 0.04%
6,470
295
$265K 0.04%
6,680
-50
296
$263K 0.04%
4,792
297
$263K 0.04%
18,300
+10,560
298
$263K 0.04%
3,406
+834
299
$261K 0.04%
6,285
-95
300
$261K 0.04%
6,473
+17
10 11
12
13 14