FMC

First Merchants Corp Portfolio holdings

AUM $2.7B
1-Year Est. Return 11.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.28M
3 +$875K
4
OXY icon
Occidental Petroleum
OXY
+$738K
5
AMP icon
Ameriprise Financial
AMP
+$720K

Top Sells

1 +$3.26M
2 +$728K
3 +$701K
4
VVC
Vectren Corporation
VVC
+$599K
5
XOM icon
Exxon Mobil
XOM
+$594K

Sector Composition

1 Technology 9.91%
2 Consumer Staples 9.4%
3 Healthcare 8.74%
4 Financials 8.21%
5 Energy 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.07%
14,208
127
$97K 0.03%
+11,719
128
-9,302
129
-10,205