FMC

First Merchants Corp Portfolio holdings

AUM $2.58B
1-Year Est. Return 8.7%
This Quarter Est. Return
1 Year Est. Return
+8.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.49M
3 +$2.11M
4
ADP icon
Automatic Data Processing
ADP
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.53M

Top Sells

1 +$7.16M
2 +$1.68M
3 +$1.62M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.34M
5
SYK icon
Stryker
SYK
+$854K

Sector Composition

1 Consumer Discretionary 29.55%
2 Technology 9.32%
3 Healthcare 7.58%
4 Industrials 5.98%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,296
252
-10,090
253
-4,954