FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+10.71%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$1.22B
AUM Growth
+$98.3M
(+8.8%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
26.58%
Holding
214
New
10
Increased
73
Reduced
103
Closed
3
Top Buys
| 1 |
AstraZeneca
AZN
|
$3.89M |
| 2 |
Amazon
AMZN
|
$1.27M |
| 3 |
Ametek
AME
|
$1.23M |
| 4 |
McDonald's
MCD
|
$1.17M |
| 5 |
ANSS
Ansys
ANSS
|
$1.13M |
Top Sells
| 1 |
Pfizer
PFE
|
$3.53M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.35M |
| 3 |
PepsiCo
PEP
|
$3M |
| 4 |
T Rowe Price
TROW
|
$2.84M |
| 5 |
Emerson Electric
EMR
|
$2.36M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 8.01% |
| 4 | Consumer Discretionary | 6.19% |
| 5 | Industrials | 5.12% |
