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
1201
$4K ﹤0.01%
667
1202
$4K ﹤0.01%
300
1203
$4K ﹤0.01%
290
1204
$4K ﹤0.01%
267
1205
$4K ﹤0.01%
100
-500
1206
$4K ﹤0.01%
445
1207
$4K ﹤0.01%
200
1208
$4K ﹤0.01%
71
1209
$4K ﹤0.01%
56
+6
1210
$4K ﹤0.01%
180
1211
$4K ﹤0.01%
+31
1212
$4K ﹤0.01%
70
1213
$4K ﹤0.01%
148
+101
1214
$4K ﹤0.01%
103
+39
1215
$4K ﹤0.01%
+55
1216
$4K ﹤0.01%
114
1217
$4K ﹤0.01%
36
1218
$4K ﹤0.01%
125
+73
1219
$4K ﹤0.01%
500
1220
$4K ﹤0.01%
42
1221
$4K ﹤0.01%
+425
1222
$4K ﹤0.01%
290
1223
$4K ﹤0.01%
146
1224
$4K ﹤0.01%
255
1225
$3K ﹤0.01%
493
47 48
49
50 51