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
$1.22B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.27M
3
+$1.23M
4
MCD icon
McDonald's
MCD
+$1.17M
5
ANSS
Ansys
ANSS
+$1.13M

Top Sells

1
+$3.53M
2
+$3.35M
3
+$3M
4
TROW icon
T. Rowe Price
TROW
+$2.84M
5
EMR icon
Emerson Electric
EMR
+$2.36M

Sector Composition

1 Technology 18.52%
2 Healthcare 10.19%
3 Financials 8.01%
4 Consumer Discretionary 6.19%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.13M 0.26%
61,901
+53
102
$3.02M 0.25%
33,405
-747
103
$3M 0.25%
29,987
+2,049
104
$2.92M 0.24%
17,687
105
$2.91M 0.24%
25,570
+729
106
$2.86M 0.23%
29,823
-616
107
$2.86M 0.23%
20,630
-11,052
108
$2.84M 0.23%
7,834
+3,119
109
$2.83M 0.23%
26,308
-26,328
110
$2.74M 0.22%
24,543
-15,951
111
$2.64M 0.22%
41,647
-901
112
$2.54M 0.21%
50,519
+1,606
113
$2.49M 0.2%
10,148
-245
114
$2.45M 0.2%
17,369
+1,559
115
$2.39M 0.2%
15,177
-795
116
$2.35M 0.19%
40,849
-855
117
$2.33M 0.19%
32,738
-380
118
$2.31M 0.19%
17,492
+5,671
119
$2.29M 0.19%
17,646
+1,250
120
$2.29M 0.19%
9,407
-1,174
121
$2.28M 0.19%
18,133
-9,141
122
$2.05M 0.17%
35,680
+808
123
$1.96M 0.16%
16,167
-4,295
124
$1.96M 0.16%
25,048
-17,510
125
$1.89M 0.16%
10,883
-240
3 4
5
6 7