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
$1.22B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.27M
3
+$1.23M
4
MCD icon
McDonald's
MCD
+$1.17M
5
ANSS
Ansys
ANSS
+$1.13M

Top Sells

1
+$3.53M
2
+$3.35M
3
+$3M
4
TROW icon
T. Rowe Price
TROW
+$2.84M
5
EMR icon
Emerson Electric
EMR
+$2.36M

Sector Composition

1 Technology 18.52%
2 Healthcare 10.19%
3 Financials 8.01%
4 Consumer Discretionary 6.19%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$841K 0.07%
2,756
-1,040
152
$833K 0.07%
25,936
-39,561
153
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+19,087
154
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155
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156
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157
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169
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172
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$455K 0.04%
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