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
1176
$5K ﹤0.01%
108
1177
$5K ﹤0.01%
500
1178
$5K ﹤0.01%
+218
1179
$5K ﹤0.01%
1,000
1180
$5K ﹤0.01%
271
1181
$5K ﹤0.01%
748
+96
1182
$4K ﹤0.01%
32
1183
$4K ﹤0.01%
230
1184
$4K ﹤0.01%
94
1185
$4K ﹤0.01%
268
1186
$4K ﹤0.01%
88
1187
$4K ﹤0.01%
73
1188
$4K ﹤0.01%
76
1189
$4K ﹤0.01%
100
1190
$4K ﹤0.01%
72
-35
1191
$4K ﹤0.01%
200
-3,000
1192
$4K ﹤0.01%
117
1193
$4K ﹤0.01%
153
-1,967
1194
$4K ﹤0.01%
198
1195
$4K ﹤0.01%
114
1196
$4K ﹤0.01%
50
1197
$4K ﹤0.01%
100
-200
1198
$4K ﹤0.01%
104
-145
1199
$4K ﹤0.01%
+42
1200
$4K ﹤0.01%
116
46 47
48
49 50