FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$2.68M
2
+$1.84M
3
+$1.71M
4
KMI icon
Kinder Morgan
KMI
+$1.64M
5
BLK icon
Blackrock
BLK
+$1.6M

Top Sells

1
+$153M
2
+$1.84M
3
+$1.44M
4
PM icon
Philip Morris
PM
+$1.19M
5
FCX icon
Freeport-McMoran
FCX
+$958K

Sector Composition

1 Healthcare 12.84%
2 Industrials 11.33%
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
551
$78K 0.01%
1,866
+1,788
552
$77K 0.01%
2,794
-3,120
553
$77K 0.01%
2,055
554
$77K 0.01%
2,884
+13
555
$77K 0.01%
2,807
+33
556
$76K 0.01%
+1,010
557
$76K 0.01%
1,710
558
$76K 0.01%
4,344
+48
559
$76K 0.01%
5,415
+5,315
560
$75K 0.01%
4,390
+1,455
561
$75K 0.01%
5,840
-40
562
$75K 0.01%
1,631
+1,208
563
$75K 0.01%
+494
564
$75K 0.01%
4,000
565
$75K 0.01%
1,691
+40
566
$74K 0.01%
1,005
-382
567
$73K 0.01%
+1,764
568
$72K 0.01%
2,063
-1,132
569
$72K 0.01%
1,744
570
$72K 0.01%
1,193
571
$72K 0.01%
3,000
+800
572
$71K 0.01%
1,710
+392
573
$71K 0.01%
+1,435
574
$70K 0.01%
1,333
575
$70K 0.01%
+7,500
21 22
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