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
1476
-23,975
1477
-19,795
1478
-4
1479
-1,600
1480
-1,127
1481
-300
1482
-495
1483
-717
1484
-1,000
1485
-160
1486
-2,026
1487
-250
1488
-300
1489
-386
1490
-330
1491
-3,000
1492
-450
1493
-10,000
1494
-179
1495
-330
1496
-2,500
1497
-200
1498
-250
1499
-5,000
1500
-463