FMC

First Merchants Corp Portfolio holdings

AUM $2.7B
1-Year Est. Return 11.32%
This Quarter Est. Return
1 Year Est. Return
+11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.49M
3
+$2.11M
4
ADP icon
Automatic Data Processing
ADP
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.53M

Top Sells

1
+$7.16M
2
+$1.68M
3
+$1.62M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.34M
5
SYK icon
Stryker
SYK
+$854K

Sector Composition

1 Consumer Discretionary 29.55%
2 Technology 9.32%
3 Healthcare 7.58%
4 Industrials 5.98%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$733K 0.06%
5,130
-1,625
177
$726K 0.06%
19,595
178
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179
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183
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187
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188
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4,630
189
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197
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