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FMC

First Merchants Corp Portfolio holdings

AUM $2.84B
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+1.35%
1 Year Est. Return
+15.58%
3 Year Est. Return
+49.94%
5 Year Est. Return
+66.76%
10 Year Est. Return
+234.29%
AUM
$282M
AUM Growth
–
Cap. Flow
+$283M
Cap. Flow %
100.6%
Top 10 Hldgs %
31.43%
Holding
127
New
127
Increased
–
Reduced
–
Closed
–

Top Buys

1
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$14.2M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.2M
3
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$13.2M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$10M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.24M

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
MO icon
126
Altria Group
MO
$121B
$206K 0.07%
+5,900
New +$212K
ONB icon
127
Old National Bancorp
ONB
$10.4B
$196K 0.07%
+14,208
New +$187K
2 3 4 5
6

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