FMC

First Merchants Corp Portfolio holdings

AUM $2.7B
1-Year Est. Return 11.32%
This Quarter Est. Return
1 Year Est. Return
+11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.68M
3
+$1.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.54M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.49M

Top Sells

1
+$1.08M
2
+$756K
3
+$680K
4
LOW icon
Lowe's Companies
LOW
+$654K
5
COR icon
Cencora
COR
+$338K

Sector Composition

1 Technology 10.96%
2 Financials 10.77%
3 Healthcare 9.18%
4 Consumer Staples 8.04%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-24,445
152
– –
-5,460
3 4 5 6
7