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
151
$938K 0.13%
22,947
+600
152
$937K 0.13%
2,220
+4
153
$935K 0.13%
200,250
154
$897K 0.12%
23,646
+3,681
155
$883K 0.12%
23,149
-50,854
156
$881K 0.12%
11,484
+1,645
157
$881K 0.12%
+34,434
158
$862K 0.12%
11,058
-1,746
159
$852K 0.12%
20,562
+4,720
160
$847K 0.12%
27,100
+1,230
161
$846K 0.12%
76,674
+2,889
162
$841K 0.11%
20,754
-1,041
163
$838K 0.11%
7,087
-1,626
164
$831K 0.11%
14,410
-1,025
165
$827K 0.11%
22,964
+21,800
166
$798K 0.11%
5,173
+2
167
$789K 0.11%
7,473
+257
168
$781K 0.11%
8,433
-101
169
$781K 0.11%
11,940
-550
170
$759K 0.1%
5,975
-118
171
$756K 0.1%
13,568
-190
172
$738K 0.1%
12,912
-851
173
$734K 0.1%
8,936
+2,728
174
$727K 0.1%
18,134
-6,684
175
$722K 0.1%
14,019
+3,567
5 6
7
8 9