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
426
$127K 0.02%
15,390
427
$127K 0.02%
4,500
428
$127K 0.02%
1,992
-74
429
$125K 0.02%
3,553
430
$125K 0.02%
+7,000
431
$124K 0.02%
573
+15
432
$124K 0.02%
1,486
-1,624
433
$123K 0.02%
1,108
+2
434
$123K 0.02%
160
435
$122K 0.02%
1,511
+24
436
$122K 0.02%
1,023
+77
437
$122K 0.02%
+7,500
438
$122K 0.02%
4,529
439
$121K 0.02%
1,945
-508
440
$121K 0.02%
3,619
+143
441
$120K 0.02%
3,110
442
$120K 0.02%
5,727
+1,623
443
$120K 0.02%
2,885
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444
$120K 0.02%
1,410
-57
445
$119K 0.02%
1,657
+3
446
$119K 0.02%
4,156
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447
$119K 0.02%
5,590
-16,140
448
$118K 0.02%
4,434
+528
449
$118K 0.02%
4,743
-1,728
450
$118K 0.02%
851
-223
16 17
18
19 20