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
51
$4.11M 0.56%
63,667
-2,751
52
$4.04M 0.55%
68,148
+23,530
53
$4M 0.54%
53,095
-14,695
54
$3.91M 0.53%
59,769
+197
55
$3.87M 0.53%
70,659
+14,264
56
$3.8M 0.52%
39,023
-243
57
$3.66M 0.5%
12,286
+3,675
58
$3.66M 0.5%
111,456
+14,649
59
$3.5M 0.48%
59,762
-1,829
60
$3.49M 0.47%
187,340
+44,260
61
$3.48M 0.47%
99,296
+19,928
62
$3.44M 0.47%
23,816
+1,112
63
$3.42M 0.47%
37,258
+6,878
64
$3.33M 0.45%
38,538
+14,098
65
$3.31M 0.45%
37,479
+5,271
66
$3.31M 0.45%
82,491
+209
67
$3.1M 0.42%
20,196
-2,775
68
$3.1M 0.42%
49,582
+8,564
69
$3.06M 0.42%
82,127
+3,623
70
$3.05M 0.42%
36,689
+17,679
71
$3.01M 0.41%
37,400
-511
72
$2.99M 0.41%
35,869
-5,508
73
$2.8M 0.38%
107,772
-92
74
$2.7M 0.37%
23,455
+7,608
75
$2.64M 0.36%
117,114
+38,855
1 2
3
4 5