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
1001
$10K ﹤0.01%
143
+110
1002
$10K ﹤0.01%
269
-1,073
1003
$10K ﹤0.01%
1,500
1004
$10K ﹤0.01%
700
1005
$10K ﹤0.01%
264
-1,102
1006
$10K ﹤0.01%
+500
1007
$10K ﹤0.01%
134
-120
1008
$10K ﹤0.01%
+83
1009
$10K ﹤0.01%
216
-158
1010
$10K ﹤0.01%
225
1011
$10K ﹤0.01%
192
-2,000
1012
$10K ﹤0.01%
500
1013
$10K ﹤0.01%
742
+2
1014
$10K ﹤0.01%
1,500
1015
$10K ﹤0.01%
245
1016
$10K ﹤0.01%
239
+22
1017
$10K ﹤0.01%
98
1018
$10K ﹤0.01%
400
1019
$9K ﹤0.01%
+1,100
1020
$9K ﹤0.01%
343
+31
1021
$9K ﹤0.01%
1,240
-380
1022
$9K ﹤0.01%
191
-90
1023
$9K ﹤0.01%
107
1024
$9K ﹤0.01%
200
1025
$9K ﹤0.01%
200
39 40
41
42 43