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
926
$18K ﹤0.01%
1,110
+8
927
$18K ﹤0.01%
508
-14
928
$18K ﹤0.01%
+800
929
$18K ﹤0.01%
534
930
$18K ﹤0.01%
342
931
$18K ﹤0.01%
500
932
$17K ﹤0.01%
124
+40
933
$17K ﹤0.01%
+656
934
$17K ﹤0.01%
308
-39
935
$17K ﹤0.01%
461
-154
936
$17K ﹤0.01%
1,513
+37
937
$17K ﹤0.01%
1,881
+319
938
$17K ﹤0.01%
2,000
939
$17K ﹤0.01%
2,190
940
$17K ﹤0.01%
1,155
941
$17K ﹤0.01%
1,000
942
$17K ﹤0.01%
2,000
943
$17K ﹤0.01%
800
944
$16K ﹤0.01%
255
945
$16K ﹤0.01%
754
946
$16K ﹤0.01%
640
947
$16K ﹤0.01%
500
948
$16K ﹤0.01%
265
949
$16K ﹤0.01%
400
950
$16K ﹤0.01%
500
36 37
38
39 40