FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+1.39%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$941M
AUM Growth
+$312M
(+50%)
Cap. Flow
+$304M
Cap. Flow
% of AUM
32.28%
Top 10 Holdings %
Top 10 Hldgs %
24.38%
Holding
270
New
68
Increased
95
Reduced
86
Closed
8
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$71.6M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$18.2M |
| 3 |
First Merchants
FRME
|
$15.7M |
| 4 |
iShares US Technology ETF
IYW
|
$14.9M |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$11.8M |
Top Sells
| 1 |
Franklin Electric
FELE
|
$3.59M |
| 2 |
JPMorgan Chase
JPM
|
$2.18M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.48M |
| 4 |
PBCT
People's United Financial Inc
PBCT
|
$1.18M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.1M |
Sector Composition
| 1 | Financials | 10.53% |
| 2 | Technology | 9.27% |
| 3 | Healthcare | 8.82% |
| 4 | Industrials | 8.48% |
| 5 | Consumer Staples | 5.41% |
