FMB

Field & Main Bank Portfolio holdings

AUM $307M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$642K
3 +$418K
4
DD icon
DuPont de Nemours
DD
+$347K
5
AXP icon
American Express
AXP
+$200K

Top Sells

1 +$922K
2 +$870K
3 +$520K
4
APA icon
APA Corp
APA
+$437K
5
UNH icon
UnitedHealth
UNH
+$389K

Sector Composition

1 Technology 13.78%
2 Financials 13.42%
3 Healthcare 12.43%
4 Consumer Staples 12.12%
5 Industrials 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-615