FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+3.26%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$2.62B
AUM Growth
+$134M
(+5.4%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
417
New
35
Increased
111
Reduced
161
Closed
11
Top Buys
| 1 |
Brown & Brown
BRO
|
$6.01M |
| 2 |
Honeywell
HON
|
$4.67M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2M |
| 4 |
Amazon
AMZN
|
$1.3M |
| 5 |
Philip Morris
PM
|
$1.23M |
Top Sells
| 1 |
Franklin Electric
FELE
|
$19.1M |
| 2 |
Graco
GGG
|
$6.15M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.49M |
| 4 |
Broadcom
AVGO
|
$1.5M |
| 5 |
Genuine Parts
GPC
|
$1.4M |
Sector Composition
| 1 | Technology | 10.42% |
| 2 | Healthcare | 5.85% |
| 3 | Financials | 5.36% |
| 4 | Consumer Discretionary | 3.42% |
| 5 | Consumer Staples | 2.88% |
