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
876
$22K ﹤0.01%
+800
877
$22K ﹤0.01%
591
-296
878
$22K ﹤0.01%
283
-1,058
879
$21K ﹤0.01%
230
880
$21K ﹤0.01%
1,757
+184
881
$21K ﹤0.01%
1,000
882
$21K ﹤0.01%
300
883
$21K ﹤0.01%
340
884
$21K ﹤0.01%
3,461
+579
885
$21K ﹤0.01%
500
886
$21K ﹤0.01%
1,749
-198
887
$21K ﹤0.01%
295
888
$21K ﹤0.01%
1,300
889
$21K ﹤0.01%
529
+31
890
$21K ﹤0.01%
196
-515
891
$21K ﹤0.01%
237
+8
892
$21K ﹤0.01%
638
893
$21K ﹤0.01%
393
894
$21K ﹤0.01%
1,364
+1,065
895
$21K ﹤0.01%
536
896
$20K ﹤0.01%
461
+48
897
$20K ﹤0.01%
+200
898
$20K ﹤0.01%
1,240
+4
899
$20K ﹤0.01%
170
900
$20K ﹤0.01%
2,600
+2,000
34 35
36
37 38