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
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%
1,389
+530
583
$68K 0.01%
886
+18
584
$68K 0.01%
4,288
-350
585
$68K 0.01%
+3,750
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
25 26