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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
1401
– –
-1,500
1402
– –
-308
1403
– –
-2,000
1404
– –
-1,000
1405
– –
-2,512
1406
– –
-25,590
1407
– –
-1,000
1408
– –
-3,000
1409
– –
-179
1410
– –
-40
1411
– –
-346
1412
– –
-88
1413
– –
-330
1414
– –
-10,575
1415
– –
-2,400
1416
– –
-8,566
1417
– –
-500
1418
– –
-3,600
1419
– –
-530
1420
– –
-23
1421
– –
-1,500
1422
– –
-2,100
1423
– –
-28
1424
– –
-23,510
1425
– –
-170
55 56
57
58 59