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
651
$54K 0.01%
1,132
652
$54K 0.01%
678
-73
653
$54K 0.01%
1,891
-58
654
$54K 0.01%
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-1,011
655
$54K 0.01%
382
656
$54K 0.01%
910
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657
$54K 0.01%
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658
$54K 0.01%
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659
$53K 0.01%
1,150
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660
$53K 0.01%
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661
$53K 0.01%
516
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663
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664
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665
$51K 0.01%
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666
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667
$51K 0.01%
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670
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211
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$50K 0.01%
630
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673
$50K 0.01%
1,126
674
$50K 0.01%
4,500
675
$49K 0.01%
906
+410
25 26
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