FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+3.51%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$575M
AUM Growth
-$21M
(-3.5%)
Cap. Flow
-$9.05M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
24.27%
Holding
214
New
11
Increased
101
Reduced
77
Closed
10
Top Buys
| 1 |
Brown & Brown
BRO
|
$1.24M |
| 2 |
Broadcom
AVGO
|
$970K |
| 3 |
CERN
Cerner Corp
CERN
|
$949K |
| 4 |
Cullen/Frost Bankers
CFR
|
$937K |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$931K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.59M |
| 2 |
JPMorgan Chase
JPM
|
$3.38M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.95M |
| 4 |
Wells Fargo
WFC
|
$2.93M |
| 5 |
Qualcomm
QCOM
|
$1.98M |
Sector Composition
| 1 | Financials | 13.6% |
| 2 | Technology | 11.63% |
| 3 | Industrials | 11.24% |
| 4 | Healthcare | 10.89% |
| 5 | Consumer Staples | 6.19% |
