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 14.48%
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
1101
$13K ﹤0.01%
79
1102
$13K ﹤0.01%
592
-66
1103
$12K ﹤0.01%
468
+74
1104
$12K ﹤0.01%
+799
1105
$12K ﹤0.01%
295
1106
$12K ﹤0.01%
+686
1107
$12K ﹤0.01%
+796
1108
$11K ﹤0.01%
+772
1109
$11K ﹤0.01%
126
-14
1110
$11K ﹤0.01%
570
1111
$11K ﹤0.01%
+1,120
1112
$11K ﹤0.01%
2,367
-264
1113
$11K ﹤0.01%
3,003
-755
1114
$10K ﹤0.01%
160
-520
1115
$10K ﹤0.01%
452
-45
1116
$10K ﹤0.01%
247
+43
1117
$10K ﹤0.01%
+2,107
1118
$10K ﹤0.01%
158
-3,085
1119
$9K ﹤0.01%
710
-80
1120
$8K ﹤0.01%
33
-232
1121
$8K ﹤0.01%
+415
1122
$8K ﹤0.01%
75
+26
1123
$8K ﹤0.01%
604
-67
1124
$8K ﹤0.01%
489
-55
1125
$8K ﹤0.01%
+552