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
$593M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.3M
3
+$2.17M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.7M
5
GE icon
GE Aerospace
GE
+$1.43M

Top Sells

1
+$7.36M
2
+$4.9M
3
+$1.02M
4
KO icon
Coca-Cola
KO
+$903K
5
PNR icon
Pentair
PNR
+$883K

Sector Composition

1 Healthcare 11.5%
2 Energy 11.33%
3 Industrials 11.3%
4 Technology 9.87%
5 Financials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$68K 0.01%
2,115
+432
552
$68K 0.01%
1,314
553
$67K 0.01%
1,308
-256
554
$67K 0.01%
7,493
+92
555
$67K 0.01%
1,425
+98
556
$67K 0.01%
1,226
+59
557
$67K 0.01%
1,514
+86
558
$67K 0.01%
1,530
+30
559
$66K 0.01%
1,461
+66
560
$66K 0.01%
+500
561
$66K 0.01%
4,841
562
$65K 0.01%
+1,798
563
$65K 0.01%
1,822
-1,490
564
$65K 0.01%
1,030
565
$65K 0.01%
1,969
+53
566
$64K 0.01%
3,100
567
$63K 0.01%
1,131
+655
568
$63K 0.01%
596
+507
569
$62K 0.01%
597
+97
570
$62K 0.01%
1,407
571
$62K 0.01%
4,104
+117
572
$62K 0.01%
793
573
$62K 0.01%
4,500
574
$62K 0.01%
102
575
$60K 0.01%
1,857
+360
21 22
23
24 25