FMB

Field & Main Bank Portfolio holdings

AUM $339M
1-Year Est. Return 22.01%
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$814K
2 +$350K
3 +$333K
4
WMT icon
Walmart
WMT
+$330K
5
USB icon
US Bancorp
USB
+$263K

Top Sells

1 +$545K
2 +$278K
3 +$130K
4
V icon
Visa
V
+$96.1K
5
UNH icon
UnitedHealth
UNH
+$40K

Sector Composition

1 Technology 23.65%
2 Healthcare 14.03%
3 Financials 12.42%
4 Consumer Discretionary 11.54%
5 Consumer Staples 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$5K ﹤0.01%
+75
202
$5K ﹤0.01%
160
203
$4K ﹤0.01%
50
204
$4K ﹤0.01%
200
205
$4K ﹤0.01%
52
206
$3K ﹤0.01%
35
207
$3K ﹤0.01%
100
208
$2K ﹤0.01%
141
209
-3,084