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
1226
$3K ﹤0.01%
180
1227
$3K ﹤0.01%
367
+200
1228
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+15
1229
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43
1230
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590
1231
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44
1232
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35
1233
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110
1234
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46
1235
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+150
1236
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279
-547
1237
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54
-10
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+114
1239
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170
1240
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118
+3
1241
$3K ﹤0.01%
75
1242
$3K ﹤0.01%
+73
1243
$3K ﹤0.01%
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1244
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150
1245
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142
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1246
$3K ﹤0.01%
84
1247
$3K ﹤0.01%
57
1248
$3K ﹤0.01%
186
1249
$3K ﹤0.01%
146
1250
$3K ﹤0.01%
132
48 49
50
51 52