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
176
$713K 0.1%
21,650
+16,800
177
$711K 0.1%
14,320
-1,871
178
$701K 0.1%
4,232
+270
179
$701K 0.1%
6,977
-75
180
$679K 0.09%
8,018
-4,809
181
$656K 0.09%
20,233
+1,700
182
$650K 0.09%
4,630
-2,512
183
$647K 0.09%
7,557
+1,080
184
$647K 0.09%
4,019
+222
185
$637K 0.09%
7,558
-386
186
$631K 0.09%
11,943
+745
187
$627K 0.09%
4,620
-75
188
$626K 0.09%
12,601
-6,910
189
$624K 0.08%
8,962
-200
190
$606K 0.08%
4,332
+82
191
$606K 0.08%
28,638
-427
192
$604K 0.08%
24,704
-7,208
193
$597K 0.08%
17,312
+2,050
194
$596K 0.08%
5,556
+782
195
$595K 0.08%
4,600
196
$591K 0.08%
12,705
-1,268
197
$587K 0.08%
22,956
-646
198
$582K 0.08%
6,305
-55
199
$579K 0.08%
5,546
+2,567
200
$574K 0.08%
5,195
+258
6 7
8
9 10