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
1251
-79,300
1252
-145,680
1253
-17,400
1254
-28,733
1255
-3,135
1256
-3,984
1257
-2,206
1258
-53,350
1259
-4,355
1260
-18,881
1261
-8,055
1262
-10,660
1263
-34,450
1264
-40,965
1265
-60,362
1266
-1,886
1267
-1,035
1268
-60,852
1269
-69,098
1270
-181,865
1271
-2,160
1272
-12,800
1273
-4,770
1274
-3,300
1275
-6,513