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
51
$2.03M 0.72%
+30,467
52
$2M 0.71%
+31,703
53
$1.98M 0.7%
+34,600
54
$1.96M 0.69%
+35,121
55
$1.95M 0.69%
+42,331
56
$1.92M 0.68%
+31,341
57
$1.91M 0.68%
+10,454
58
$1.8M 0.64%
+76,407
59
$1.79M 0.64%
+45,810
60
$1.79M 0.63%
+71,979
61
$1.78M 0.63%
+54,316
62
$1.76M 0.62%
+29,102
63
$1.75M 0.62%
+83,142
64
$1.69M 0.6%
+98,778
65
$1.66M 0.59%
+46,505
66
$1.64M 0.58%
+26,857
67
$1.61M 0.57%
+108,100
68
$1.59M 0.57%
+39,734
69
$1.56M 0.55%
+26,856
70
$1.54M 0.55%
+18,032
71
$1.5M 0.53%
+13,476
72
$1.44M 0.51%
+25,816
73
$1.44M 0.51%
+18,975
74
$1.41M 0.5%
+63,967
75
$1.4M 0.5%
+28,149
1 2
3
4 5