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
126
$1.46M 0.2%
9,620
+577
127
$1.45M 0.2%
13,579
+577
128
$1.42M 0.19%
20,828
+5,402
129
$1.4M 0.19%
+63,236
130
$1.39M 0.19%
17,332
+45
131
$1.36M 0.19%
47,904
-632
132
$1.36M 0.19%
9,812
-10,241
133
$1.35M 0.18%
33,598
+16,087
134
$1.33M 0.18%
75,050
+6,296
135
$1.32M 0.18%
30,287
+436
136
$1.32M 0.18%
30,760
-1,552
137
$1.27M 0.17%
12,808
+1,002
138
$1.26M 0.17%
11,110
-1,991
139
$1.23M 0.17%
13,539
+300
140
$1.21M 0.16%
6,923
+3,296
141
$1.17M 0.16%
45,758
-368
142
$1.13M 0.15%
37,055
-3,370
143
$1.11M 0.15%
+26,954
144
$1.01M 0.14%
26,978
+26,841
145
$994K 0.14%
9,831
-1,025
146
$991K 0.13%
15,884
-3,718
147
$980K 0.13%
37,415
+14,403
148
$972K 0.13%
92,584
-119
149
$959K 0.13%
19,180
+4,306
150
$957K 0.13%
14,366
+186
4 5
6
7 8