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
976
$12K ﹤0.01%
1,500
977
$11K ﹤0.01%
+500
978
$11K ﹤0.01%
189
979
$11K ﹤0.01%
500
980
$11K ﹤0.01%
110
+13
981
$11K ﹤0.01%
+300
982
$11K ﹤0.01%
594
983
$11K ﹤0.01%
408
+5
984
$11K ﹤0.01%
151
+28
985
$11K ﹤0.01%
224
986
$11K ﹤0.01%
249
+38
987
$11K ﹤0.01%
500
988
$11K ﹤0.01%
1,428
989
$11K ﹤0.01%
763
-805
990
$11K ﹤0.01%
+195
991
$11K ﹤0.01%
5
992
$11K ﹤0.01%
326
-24
993
$11K ﹤0.01%
846
994
$11K ﹤0.01%
414
995
$11K ﹤0.01%
1,000
-1,000
996
$10K ﹤0.01%
181
+125
997
$10K ﹤0.01%
231
998
$10K ﹤0.01%
218
+130
999
$10K ﹤0.01%
+200
1000
$10K ﹤0.01%
209
38 39
40
41 42