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
776
$30K 0.01%
2,000
777
$30K 0.01%
1,170
778
$30K 0.01%
148
-29
779
$30K 0.01%
1,151
-28
780
$30K 0.01%
+275
781
$30K 0.01%
1,247
-582
782
$30K 0.01%
577
-65
783
$30K 0.01%
330
784
$30K 0.01%
208
+5
785
$29K ﹤0.01%
2,819
+2,000
786
$29K ﹤0.01%
468
-1
787
$29K ﹤0.01%
2,400
788
$29K ﹤0.01%
+25
789
$29K ﹤0.01%
582
-104
790
$29K ﹤0.01%
460
+7
791
$29K ﹤0.01%
500
792
$29K ﹤0.01%
2,000
793
$29K ﹤0.01%
530
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794
$29K ﹤0.01%
1,014
795
$29K ﹤0.01%
387
796
$29K ﹤0.01%
245
797
$29K ﹤0.01%
300
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798
$29K ﹤0.01%
464
+414
799
$29K ﹤0.01%
893
800
$29K ﹤0.01%
632
+51
30 31
32
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