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
$750M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.23M
3 +$2.08M
4
FTV icon
Fortive
FTV
+$1.29M
5
BT
BT Group plc (ADR)
BT
+$1.2M

Top Sells

1 +$2.58M
2 +$2.17M
3 +$1.69M
4
QCOM icon
Qualcomm
QCOM
+$1.55M
5
VZ icon
Verizon
VZ
+$1.5M

Sector Composition

1 Technology 15.48%
2 Financials 11.69%
3 Healthcare 11.46%
4 Consumer Discretionary 10.22%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
-23,230
952
-8,600
953
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954
-10,500
955
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956
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957
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958
-8,782
959
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960
-20,680
961
-4,610
962
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963
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964
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965
-10,036
966
-4,150
967
-12,100
968
-1,392