FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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 +$2.68M
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
1201
$3K ﹤0.01%
126
+38
1202
$3K ﹤0.01%
336
1203
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52
1204
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110
-6
1205
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186
-14
1206
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31
1207
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95
1208
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+23
1209
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366
-127
1210
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126
1211
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66
1212
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73
1213
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50
1214
$3K ﹤0.01%
1,260
1215
$3K ﹤0.01%
400
1216
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222
1217
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+28
1218
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26
-10
1219
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45
1220
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130
1221
$3K ﹤0.01%
29
-20
1222
$3K ﹤0.01%
72
-290
1223
$3K ﹤0.01%
46
1224
$3K ﹤0.01%
89
1225
$3K ﹤0.01%
70