FMB

Field & Main Bank Portfolio holdings

AUM $344M
1-Year Est. Return 23.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$2.75M
3
+$2.53M
4
UNH icon
UnitedHealth
UNH
+$2.35M
5
JPM icon
JPMorgan Chase
JPM
+$2M

Top Sells

1
+$420K
2
+$206K
3
+$156K
4
MCD icon
McDonald's
MCD
+$148K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 29.79%
2 Healthcare 15.2%
3 Consumer Staples 12.42%
4 Financials 10.14%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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