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
$1.54B
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.46M
3
+$707K
4
IYW icon
iShares US Technology ETF
IYW
+$654K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$654K

Top Sells

1
+$3.22M
2
+$2.53M
3
+$1.89M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.78M
5
XLNX
Xilinx Inc
XLNX
+$1.67M

Sector Composition

1 Consumer Discretionary 24.84%
2 Technology 10.69%
3 Healthcare 7.93%
4 Financials 6.65%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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5,216
202
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205
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208
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$266K 0.02%
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