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
1376
$1K ﹤0.01%
20
1377
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145
1378
$1K ﹤0.01%
5
1379
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+5
1380
$1K ﹤0.01%
75
1381
$1K ﹤0.01%
17
1382
$1K ﹤0.01%
14
1383
$1K ﹤0.01%
11
1384
$1K ﹤0.01%
19
-11
1385
$1K ﹤0.01%
22
-871
1386
$1K ﹤0.01%
10
1387
$1K ﹤0.01%
118
1388
$1K ﹤0.01%
+53
1389
– –
-3
1390
– –
-30
1391
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-200
1392
– –
-7
1393
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-108
1394
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-1,719
1395
– –
-51,035
1396
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-629
1397
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-2,500
1398
– –
-167
1399
– –
-72
1400
– –
-28,030
54 55
56
57 58