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
726
$36K 0.01%
844
+119
727
$36K 0.01%
709
+71
728
$35K 0.01%
1,504
+20
729
$35K 0.01%
2,585
730
$35K 0.01%
1,735
731
$35K 0.01%
784
732
$35K 0.01%
400
733
$35K 0.01%
1,333
734
$35K 0.01%
2,500
735
$35K 0.01%
1,034
736
$35K 0.01%
356
737
$35K 0.01%
1,000
738
$35K 0.01%
500
739
$35K 0.01%
240
-44
740
$34K 0.01%
566
741
$34K 0.01%
920
742
$34K 0.01%
358
-34
743
$34K 0.01%
2,257
744
$34K 0.01%
761
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745
$34K 0.01%
564
746
$34K 0.01%
1,126
747
$33K 0.01%
537
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748
$33K 0.01%
228
749
$33K 0.01%
750
+250
750
$33K 0.01%
3,473
28 29
30
31 32