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
301
$257K 0.04%
7,205
302
$255K 0.03%
1,944
+300
303
$253K 0.03%
8,144
304
$253K 0.03%
6,118
+205
305
$250K 0.03%
2,056
+555
306
$248K 0.03%
6,472
307
$248K 0.03%
12,801
-2,030
308
$246K 0.03%
4,407
-15
309
$246K 0.03%
3,405
-83
310
$246K 0.03%
687
311
$245K 0.03%
2,627
-431
312
$245K 0.03%
29,178
+126
313
$245K 0.03%
8,308
-1,071
314
$244K 0.03%
1,240
-100
315
$244K 0.03%
5,537
+15
316
$242K 0.03%
2,091
317
$239K 0.03%
25,319
-437
318
$238K 0.03%
5,623
+1,006
319
$238K 0.03%
16,640
320
$236K 0.03%
1,900
-4,208
321
$235K 0.03%
5,216
+1,176
322
$235K 0.03%
6,035
+334
323
$235K 0.03%
11,453
-3,054
324
$232K 0.03%
1,724
+100
325
$227K 0.03%
3,460
11 12
13
14 15