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
576
$70K 0.01%
650
+9
577
$70K 0.01%
4,091
-106
578
$70K 0.01%
102
579
$70K 0.01%
1,000
580
$69K 0.01%
1,448
+352
581
$69K 0.01%
1,221
+121
582
$68K 0.01%
886
+18
583
$68K 0.01%
4,288
-350
584
$68K 0.01%
+3,750
585
$68K 0.01%
1,389
+530
586
$67K 0.01%
1,182
587
$67K 0.01%
507
588
$67K 0.01%
+4,600
589
$66K 0.01%
749
-7
590
$66K 0.01%
+542
591
$66K 0.01%
2,502
-1,418
592
$66K 0.01%
1,480
-270
593
$65K 0.01%
4,764
594
$65K 0.01%
1,250
+250
595
$65K 0.01%
1,194
596
$65K 0.01%
1,032
597
$65K 0.01%
1,050
+17
598
$65K 0.01%
987
-192
599
$64K 0.01%
2,800
-2,000
600
$64K 0.01%
750
22 23
24
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