FMC

First Merchants Corp Portfolio holdings

AUM $2.65B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$2.7M
3
+$2.55M
4
FRME icon
First Merchants
FRME
+$1.39M
5
MCHP icon
Microchip Technology
MCHP
+$1.16M

Top Sells

1
+$16M
2
+$4.14M
3
+$2.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.06M
5
INTC icon
Intel
INTC
+$2.02M

Sector Composition

1 Technology 15.66%
2 Healthcare 10.36%
3 Financials 7.79%
4 Consumer Staples 6.51%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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2,255
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186
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200
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