FMC

First Merchants Corp Portfolio holdings

AUM $2.65B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.1M
3
+$12.5M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.94M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.73M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.1%
2 Technology 9.58%
3 Healthcare 9.29%
4 Financials 8.38%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.05%
+59,788
27
$2.9M 1.03%
+40,341
28
$2.73M 0.97%
+29,852
29
$2.61M 0.93%
+125,145
30
$2.6M 0.92%
+263,838
31
$2.52M 0.89%
+43,468
32
$2.51M 0.89%
+99,410
33
$2.51M 0.89%
+38,745
34
$2.47M 0.88%
+52,339
35
$2.46M 0.87%
+57,074
36
$2.45M 0.87%
+26,314
37
$2.43M 0.86%
+48,242
38
$2.37M 0.84%
+34,468
39
$2.33M 0.83%
+95,583
40
$2.32M 0.82%
+67,218
41
$2.31M 0.82%
+32,596
42
$2.29M 0.81%
+65,778
43
$2.29M 0.81%
+55,375
44
$2.26M 0.8%
+49,736
45
$2.25M 0.8%
+30,689
46
$2.17M 0.77%
+104,380
47
$2.16M 0.77%
+42,570
48
$2.09M 0.74%
+24,902
49
$2.06M 0.73%
+110,530
50
$2.05M 0.73%
+32,608
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