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
701
$44K 0.01%
900
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702
$44K 0.01%
551
-101
703
$44K 0.01%
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-200
704
$44K 0.01%
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705
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800
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707
$43K 0.01%
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710
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320
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$41K 0.01%
528
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27 28
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