FMC

First Merchants Corp Portfolio holdings

AUM $2.58B
1-Year Est. Return 8.7%
This Quarter Est. Return
1 Year Est. Return
+8.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$988K
3
+$769K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$700K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$696K

Top Sells

1
+$2.28M
2
+$2.09M
3
+$730K
4
SYY icon
Sysco
SYY
+$722K
5
MMM icon
3M
MMM
+$702K

Sector Composition

1 Technology 9.21%
2 Healthcare 8.97%
3 Financials 8.88%
4 Consumer Staples 7.96%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.12%
6,000
127
$386K 0.12%
3,969
-100
128
$384K 0.12%
7,123
+345
129
$368K 0.11%
+6,592
130
$367K 0.11%
+17,313
131
$352K 0.11%
4,395
-300
132
$349K 0.11%
7,506
133
$303K 0.09%
6,059
-300
134
$278K 0.09%
3,681
-150
135
$268K 0.08%
4,924
-200
136
$264K 0.08%
5,981
-2,250
137
$243K 0.08%
17,133
-230
138
$208K 0.06%
2,144
139
$207K 0.06%
2,800
140
$207K 0.06%
1,700
-200
141
– –
-28,045
142
– –
-20,445
2 3 4 5
6