FIRST AMERICAN TRUST CO Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for FIRST AMERICAN TRUST CO with $1.4B in long positions as of Q3 2025, 37% allocated to ETF, and 32% concentrated in top 10 positions.

Portfolio Value: $1.4B
Top 10 Concentration: 32%
Top Sector: ETF (37%)

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

37.10%

Technology

20.90%

Financial Services

9.90%

Healthcare

6.70%

Industrials

5.40%

Consumer Cyclical

5.30%

Communication Services

5.00%

Consumer Defensive

3.10%

Utilities

2.00%

Real Estate

0.80%

Energy

0.70%

Basic Materials

0.30%

Industry Breakdown

No industry data available

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %

31.75%

Top 20 Holdings %

45.99%

Top 50 Holdings %

71.04%

Top 100 Holdings %

91.89%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 40.1 quarters
Avg. Top 20: 30.6 quarters
Avg. All Positions: 15.4 quarters
Median Holding Period: 8 quarters
Persistence Rate: 74.79%
Persistent Holdings Weight: 84.22%
Persistent Positions: 175
Longest Held: Apple Inc.AAPL - 49 quarters

Position Sizing & Influence

Current Quarter

Largest Ownership Stake: First American Financial CorporationFAF - 0.34%
Avg. Ownership Stake: 0.01%
Ownership Stake >5%: 0
Ownership Stake >1%: 0

Historical (Since Q2 2013)

Avg. Ownership Stake: 0.01%
Largest Ownership Stake: First American Financial CorporationFAF - 0.34% (Q3 2025)

Portfolio Turnover

No data available