FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+1.71%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$2.49B
AUM Growth
+$1.16B
(+87%)
Cap. Flow
+$1.12B
Cap. Flow
% of AUM
45.12%
Top 10 Holdings %
Top 10 Hldgs %
30.43%
Holding
388
New
172
Increased
56
Reduced
129
Closed
11
Top Buys
| 1 |
Franklin Electric
FELE
|
$19.1M |
| 2 |
First Merchants
FRME
|
$15.9M |
| 3 |
JPMorgan Chase
JPM
|
$6.02M |
| 4 |
Eli Lilly
LLY
|
$4.07M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.88M |
Top Sells
| 1 |
Verizon
VZ
|
$3.46M |
| 2 |
NVIDIA
NVDA
|
$3.09M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$3.08M |
| 4 |
Starbucks
SBUX
|
$2.47M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.42M |
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Healthcare | 5.92% |
| 3 | Financials | 5.16% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Industrials | 3.32% |
