FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+4.41%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$579M
AUM Growth
+$217M
(+60%)
Cap. Flow
+$204M
Cap. Flow
% of AUM
35.16%
Top 10 Holdings %
Top 10 Hldgs %
24.1%
Holding
222
New
73
Increased
82
Reduced
45
Closed
9
Top Buys
| 1 |
Franklin Electric
FELE
|
$21.7M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$10.8M |
| 3 |
JPMorgan Chase
JPM
|
$9.1M |
| 4 |
Wells Fargo
WFC
|
$8.66M |
| 5 |
Apple
AAPL
|
$8.64M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$3.46M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$3.09M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.55M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.54M |
| 5 |
BCR
CR Bard Inc.
BCR
|
$1.62M |
Sector Composition
| 1 | Financials | 13.96% |
| 2 | Industrials | 12.03% |
| 3 | Healthcare | 10.63% |
| 4 | Technology | 10.55% |
| 5 | Consumer Staples | 6.92% |
