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
1251
$3K ﹤0.01%
57
-3,000
1252
$3K ﹤0.01%
184
1253
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165
1254
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218
1255
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250
1256
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102
+67
1257
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33
1258
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43
1259
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4
1260
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350
1261
$3K ﹤0.01%
+81
1262
$3K ﹤0.01%
22
1263
$3K ﹤0.01%
+91
1264
$3K ﹤0.01%
62
1265
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95
1266
$3K ﹤0.01%
36
1267
$3K ﹤0.01%
53
+13
1268
$3K ﹤0.01%
80
1269
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82
1270
$2K ﹤0.01%
+27
1271
$2K ﹤0.01%
+12
1272
$2K ﹤0.01%
45
1273
$2K ﹤0.01%
+51
1274
$2K ﹤0.01%
66
1275
$2K ﹤0.01%
40
49 50
51
52 53