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
$324M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$988K
3
+$769K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$700K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$696K

Top Sells

1
+$2.28M
2
+$2.09M
3
+$730K
4
SYY icon
Sysco
SYY
+$722K
5
MMM icon
3M
MMM
+$702K

Sector Composition

1 Technology 9.21%
2 Healthcare 8.97%
3 Financials 8.88%
4 Consumer Staples 7.96%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.68%
23,722
+128
52
$2.19M 0.68%
21,213
53
$2.15M 0.66%
87,316
+3,572
54
$2.15M 0.66%
129,750
+538
55
$2.12M 0.65%
45,810
56
$2.04M 0.63%
22,075
+2,100
57
$2.03M 0.63%
34,747
+750
58
$1.95M 0.6%
40,020
-1,709
59
$1.94M 0.6%
25,263
-1,139
60
$1.94M 0.6%
33,970
+4,721
61
$1.93M 0.59%
39,587
-792
62
$1.92M 0.59%
27,728
-626
63
$1.91M 0.59%
27,587
-785
64
$1.89M 0.58%
43,218
-316
65
$1.85M 0.57%
29,770
+220
66
$1.75M 0.54%
8,483
+659
67
$1.75M 0.54%
34,933
+5,502
68
$1.71M 0.53%
30,131
-7,592
69
$1.68M 0.52%
+21,577
70
$1.66M 0.51%
43,883
-2,061
71
$1.63M 0.5%
18,406
-519
72
$1.59M 0.49%
13,867
-150
73
$1.57M 0.48%
36,603
+3,917
74
$1.51M 0.47%
186,490
+944
75
$1.48M 0.46%
37,918
+1,748
1 2
3
4 5