FMT

First Mercantile Trust Portfolio holdings

AUM $755M
1-Year Est. Return 28.16%
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$3.31M
3 +$2.66M
4
BUD icon
AB InBev
BUD
+$2.11M
5
EQIX icon
Equinix
EQIX
+$1.92M

Top Sells

1 +$9.93M
2 +$9.75M
3 +$7.64M
4
BAX icon
Baxter International
BAX
+$7.27M
5
AXP icon
American Express
AXP
+$5.43M

Sector Composition

1 Technology 14.54%
2 Financials 13.54%
3 Industrials 11.83%
4 Healthcare 11.72%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$96K 0.01%
888
827
$96K 0.01%
10,250
+9,700
828
$94K 0.01%
1,850
+60
829
$94K 0.01%
1,510
830
$94K 0.01%
2,420
+360
831
$94K 0.01%
1,590
+40
832
$94K 0.01%
1,710
+60
833
$93K 0.01%
1,642
+13
834
$93K 0.01%
4,290
+130
835
$92K 0.01%
3,510
+100
836
$91K 0.01%
+4,610
837
$91K 0.01%
10,917
+7,926
838
$91K 0.01%
1,460
+40
839
$90K 0.01%
1,118
840
$89K 0.01%
+2,470
841
$88K 0.01%
1,840
+60
842
$88K 0.01%
2,790
+80
843
$87K 0.01%
4,571
-7,890
844
$86K 0.01%
1,750
+420
845
$86K 0.01%
2,340
+1,030
846
$86K 0.01%
1,944
+69
847
$86K 0.01%
1,950
+60
848
$85K 0.01%
3,780
849
$85K 0.01%
3,500
850
$84K 0.01%
1,053
+23