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
351
$194K 0.03%
1,889
+171
352
$193K 0.03%
3,037
+2,366
353
$192K 0.03%
7,049
+17
354
$190K 0.03%
5,035
-1,455
355
$190K 0.03%
4,426
+1,751
356
$188K 0.03%
4,000
+500
357
$188K 0.03%
2,810
+786
358
$187K 0.03%
3,097
-1,069
359
$187K 0.03%
7,878
+2,688
360
$187K 0.03%
1,768
361
$186K 0.03%
4,325
+2,000
362
$185K 0.03%
9,340
-90
363
$185K 0.03%
3,951
-42
364
$185K 0.03%
1,752
365
$184K 0.03%
8,000
366
$183K 0.02%
5,383
367
$182K 0.02%
3,755
+2
368
$182K 0.02%
4,092
+500
369
$178K 0.02%
10,000
-7,723
370
$178K 0.02%
2,667
-925
371
$177K 0.02%
4,988
+56
372
$177K 0.02%
1,558
-7
373
$177K 0.02%
2,598
-200
374
$175K 0.02%
1,012
+11
375
$173K 0.02%
1,718
+293
13 14
15
16 17