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
101
$1.95M 0.27%
34,435
+88
102
$1.95M 0.27%
17,843
-1,261
103
$1.94M 0.26%
16,822
-155
104
$1.9M 0.26%
69,225
-7,497
105
$1.88M 0.26%
29,571
+1,044
106
$1.86M 0.25%
36,165
+337
107
$1.79M 0.24%
14,682
+9,597
108
$1.78M 0.24%
1,319,865
109
$1.72M 0.23%
11,381
+5,479
110
$1.71M 0.23%
34,665
+9,121
111
$1.7M 0.23%
25,892
+5,236
112
$1.7M 0.23%
39,721
+6
113
$1.68M 0.23%
10,536
-227
114
$1.67M 0.23%
19,214
-12,790
115
$1.65M 0.22%
38,255
-1,275
116
$1.64M 0.22%
23,169
+173
117
$1.63M 0.22%
30,808
-3,060
118
$1.6M 0.22%
14,180
-790
119
$1.57M 0.21%
57,004
+7,204
120
$1.57M 0.21%
27,695
-479
121
$1.53M 0.21%
22,001
-2,380
122
$1.51M 0.21%
98,442
-1,916
123
$1.51M 0.21%
41,792
-19,253
124
$1.51M 0.21%
36,134
-574
125
$1.47M 0.2%
9,677
-329