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
$282M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$13.1M
3 +$12.5M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.94M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.73M

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
126
$206K 0.07%
+5,900
127
$196K 0.07%
+14,208