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
$579M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.8M
3
+$9.1M
4
WFC icon
Wells Fargo
WFC
+$8.66M
5
AAPL icon
Apple
AAPL
+$8.64M

Top Sells

1
+$3.46M
2
+$3.09M
3
+$2.55M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.54M
5
BCR
CR Bard Inc.
BCR
+$1.62M

Sector Composition

1 Financials 13.96%
2 Industrials 11.77%
3 Healthcare 10.63%
4 Technology 10.55%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.66%
28,210
+2,987
52
$3.79M 0.65%
80,743
+6,753
53
$3.79M 0.65%
39,605
-2,208
54
$3.68M 0.64%
44,950
55
$3.67M 0.63%
22,324
+6,181
56
$3.66M 0.63%
25,663
-884
57
$3.65M 0.63%
81,210
+1,030
58
$3.59M 0.62%
34,887
-3,780
59
$3.51M 0.61%
134,892
+13,530
60
$3.44M 0.59%
+79,300
61
$3.38M 0.58%
114,130
+25,222
62
$3.37M 0.58%
99,449
+16,591
63
$3.36M 0.58%
88,274
+63,114
64
$3.2M 0.55%
+38,637
65
$3.17M 0.55%
43,567
+19,400
66
$2.92M 0.5%
37,577
+4,083
67
$2.81M 0.49%
24,239
+8,895
68
$2.81M 0.49%
154,954
-14,716
69
$2.81M 0.48%
22,901
-1,942
70
$2.71M 0.47%
+62,165
71
$2.64M 0.46%
22,460
+3,357
72
$2.6M 0.45%
5,827
+5,227
73
$2.57M 0.44%
30,030
-2,691
74
$2.54M 0.44%
61,480
-1,700
75
$2.54M 0.44%
105,352
-1,590
1 2
3
4 5