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
726
$40K 0.01%
2,808
-921
727
$39K 0.01%
2,000
+1,000
728
$39K 0.01%
1,115
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729
$39K 0.01%
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730
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+1,000
731
$39K 0.01%
784
732
$38K 0.01%
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733
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210
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$38K 0.01%
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735
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736
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737
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738
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$36K ﹤0.01%
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$36K ﹤0.01%
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$36K ﹤0.01%
46
746
$36K ﹤0.01%
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$36K ﹤0.01%
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748
$36K ﹤0.01%
437
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749
$36K ﹤0.01%
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750
$36K ﹤0.01%
5,400
28 29
30
31 32