FMC
First Merchants Corp Portfolio holdings
AUM
$2.58B
1-Year Return
8.7%
This Quarter Return
+5.59%
1 Year Return
+8.7%
3 Year Return
+52.51%
5 Year Return
+93.15%
10 Year Return
+210.24%
AUM
$2.58B
AUM Growth
+$78.3M
(+3.1%)
Cap. Flow
-$79M
Cap. Flow
% of AUM
-3.06%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
389
New
8
Increased
53
Reduced
214
Closed
17
Top Buys
| 1 |
Ecolab
ECL
|
$4.65M |
| 2 |
NVIDIA
NVDA
|
$3.27M |
| 3 |
Exxon Mobil
XOM
|
$2.43M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$2.28M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$988K |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.73M |
| 2 |
Corteva
CTVA
|
$5.21M |
| 3 |
UnitedHealth
UNH
|
$4.06M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$3.17M |
| 5 |
Schlumberger
SLB
|
$2.82M |
Sector Composition
| 1 | Technology | 11.36% |
| 2 | Financials | 5.83% |
| 3 | Healthcare | 4.54% |
| 4 | Consumer Discretionary | 3.42% |
| 5 | Communication Services | 2.51% |
