FMT

First Mercantile Trust Portfolio holdings

AUM $755M
1-Year Est. Return 28.16%
This Fund
S&P 500
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 14.2%
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%
+324
1127
$6K ﹤0.01%
+538
1128
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+153
1129
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+212
1130
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+349
1131
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+354
1132
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+251
1133
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+276
1134
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+301
1135
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+250
1136
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+15
1137
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+541
1138
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+704
1139
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+675
1140
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1141
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+50
1142
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+342
1143
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+757
1144
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+242
1145
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+106
1146
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+285
1147
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+211
1148
$3K ﹤0.01%
+403