FMT

First Mercantile Trust Portfolio holdings

AUM $755M
1-Year Est. Return 28.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.15%
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 +$15.8M
2 +$15.5M
3 +$14M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.3M
5
TJX icon
TJX Companies
TJX
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.2%
2 Technology 13.94%
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
1126
$6K ﹤0.01%
+153
1127
$6K ﹤0.01%
+212
1128
$6K ﹤0.01%
+750
1129
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+324
1130
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+349
1131
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+354
1132
$5K ﹤0.01%
+291
1133
$5K ﹤0.01%
+251
1134
$5K ﹤0.01%
+276
1135
$5K ﹤0.01%
+301
1136
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+250
1137
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+15
1138
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+541
1139
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+704
1140
$5K ﹤0.01%
+675
1141
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+50
1142
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+342
1143
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+242
1144
$4K ﹤0.01%
+757
1145
$4K ﹤0.01%
+106
1146
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+285
1147
$4K ﹤0.01%
+211
1148
$3K ﹤0.01%
+403