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
601
$64K 0.01%
2,070
+390
602
$64K 0.01%
1,358
+286
603
$64K 0.01%
2,841
+45
604
$63K 0.01%
1,110
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605
$63K 0.01%
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606
$63K 0.01%
1,030
607
$62K 0.01%
818
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608
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-24
609
$62K 0.01%
1,735
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610
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5,120
611
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3,000
612
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613
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700
614
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615
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3,227
616
$61K 0.01%
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617
$61K 0.01%
614
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$61K 0.01%
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622
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401
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623
$59K 0.01%
500
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624
$59K 0.01%
1,470
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625
$59K 0.01%
2,582
+649