FMB
Field & Main Bank Portfolio holdings
AUM
$307M
This Quarter Return
+12.28%
1 Year Return
+20.97%
3 Year Return
+94.47%
5 Year Return
+164.37%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+14%)
Cap. Flow
+$6.24M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
33.21%
Holding
237
New
22
Increased
97
Reduced
40
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$1.21M |
| 2 |
Microsoft
MSFT
|
$622K |
| 3 |
Intuitive Surgical
ISRG
|
$617K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$586K |
| 5 |
Devon Energy
DVN
|
$425K |
Top Sells
| 1 |
Alibaba
BABA
|
$472K |
| 2 |
First Solar
FSLR
|
$305K |
| 3 |
Verizon
VZ
|
$104K |
| 4 |
Bristol-Myers Squibb
BMY
|
$71.7K |
| 5 |
IBM
IBM
|
$66.1K |
Sector Composition
| 1 | Technology | 26.36% |
| 2 | Healthcare | 13.65% |
| 3 | Consumer Staples | 11.5% |
| 4 | Financials | 11.25% |
| 5 | Consumer Discretionary | 11.17% |
