FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$2.68M
2
+$1.84M
3
+$1.71M
4
KMI icon
Kinder Morgan
KMI
+$1.64M
5
BLK icon
Blackrock
BLK
+$1.6M

Top Sells

1
+$153M
2
+$1.84M
3
+$1.44M
4
PM icon
Philip Morris
PM
+$1.19M
5
FCX icon
Freeport-McMoran
FCX
+$958K

Sector Composition

1 Healthcare 12.84%
2 Industrials 11.33%
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
951
$13K ﹤0.01%
200
952
$13K ﹤0.01%
2,000
953
$13K ﹤0.01%
700
-1,000
954
$13K ﹤0.01%
400
955
$13K ﹤0.01%
1,322
+25
956
$13K ﹤0.01%
300
-466
957
$12K ﹤0.01%
100
958
$12K ﹤0.01%
+400
959
$12K ﹤0.01%
200
960
$12K ﹤0.01%
240
+1
961
$12K ﹤0.01%
+391
962
$12K ﹤0.01%
200
-444
963
$12K ﹤0.01%
+604
964
$12K ﹤0.01%
200
-200
965
$12K ﹤0.01%
+500
966
$12K ﹤0.01%
1,000
967
$12K ﹤0.01%
600
968
$12K ﹤0.01%
431
969
$12K ﹤0.01%
400
970
$12K ﹤0.01%
256
-146
971
$12K ﹤0.01%
+366
972
$12K ﹤0.01%
560
-1,153
973
$12K ﹤0.01%
+395
974
$12K ﹤0.01%
68
+10
975
$12K ﹤0.01%
500
37 38
39
40 41