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
1326
$1K ﹤0.01%
36
-27
1327
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41
1328
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1329
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14
-10,412
1330
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1331
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1333
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1334
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105
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1335
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1336
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1337
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72
+45
1338
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48
+22
1339
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31
1340
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41
-1,630
1341
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23
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1342
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1343
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1344
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1345
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10
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1346
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1347
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1348
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20
1349
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+27
1350
$1K ﹤0.01%
10
52 53
54
55 56