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
$1.17B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$14.8M
3 +$13.9M
4
TJX icon
TJX Companies
TJX
+$13.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.7%
2 Technology 13.9%
3 Consumer Discretionary 12.07%
4 Industrials 11.56%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$47K ﹤0.01%
+1,395
977
$47K ﹤0.01%
+1,250
978
$47K ﹤0.01%
+829
979
$47K ﹤0.01%
+2,920
980
$47K ﹤0.01%
+1,960
981
$47K ﹤0.01%
+2,585
982
$47K ﹤0.01%
+1,407
983
$47K ﹤0.01%
+1,850
984
$46K ﹤0.01%
+3,420
985
$46K ﹤0.01%
+4,600
986
$45K ﹤0.01%
+1,663
987
$45K ﹤0.01%
+943
988
$45K ﹤0.01%
+860
989
$45K ﹤0.01%
+6,150
990
$44K ﹤0.01%
+1,453
991
$44K ﹤0.01%
+1,269
992
$43K ﹤0.01%
+2,675
993
$43K ﹤0.01%
+995
994
$42K ﹤0.01%
+603
995
$42K ﹤0.01%
+794
996
$42K ﹤0.01%
+5,592
997
$42K ﹤0.01%
+9,152
998
$42K ﹤0.01%
+827
999
$41K ﹤0.01%
+6,462
1000
$41K ﹤0.01%
+584