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
1051
$9K ﹤0.01%
600
1052
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123
1053
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1054
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1055
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+185
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1059
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1060
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1061
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1062
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1063
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649
1064
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300
1065
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145
-284
1066
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1,001
-1,708
1067
$9K ﹤0.01%
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1068
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3,372
1069
$9K ﹤0.01%
50
-268
1070
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591
+221
1071
$8K ﹤0.01%
687
1072
$8K ﹤0.01%
166
1073
$8K ﹤0.01%
107
1074
$8K ﹤0.01%
124
-114
1075
$8K ﹤0.01%
634
+65
41 42
43
44 45