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
101
$1.57M 0.27%
6,893
-1,244
102
$1.56M 0.27%
31,222
+5,073
103
$1.54M 0.27%
13,529
+1,372
104
$1.54M 0.27%
13,863
+10,138
105
$1.53M 0.26%
33,321
106
$1.51M 0.26%
15,353
+8,454
107
$1.51M 0.26%
+37,028
108
$1.5M 0.26%
12,970
+4,564
109
$1.49M 0.26%
150,600
-290
110
$1.48M 0.26%
+20,697
111
$1.48M 0.26%
+6,400
112
$1.47M 0.25%
+10,494
113
$1.46M 0.25%
37,873
-4,800
114
$1.45M 0.25%
39,204
+26,094
115
$1.41M 0.24%
31,634
-3,193
116
$1.41M 0.24%
10,944
117
$1.4M 0.24%
+19,682
118
$1.31M 0.23%
+20,175
119
$1.29M 0.22%
14,130
+11,380
120
$1.29M 0.22%
12,361
-294
121
$1.26M 0.22%
27,919
+9,794
122
$1.24M 0.21%
23,225
-750
123
$1.24M 0.21%
+8,485
124
$1.21M 0.21%
+10,450
125
$1.2M 0.21%
7,050
+3,015
3 4
5
6 7