FBNAT

FirstMerit Bank N.A. Trustee Portfolio holdings

AUM $1.24B
1-Year Est. Return 5.14%
This Quarter Est. Return
1 Year Est. Return
+5.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$5.1M
3 +$3.8M
4
BAX icon
Baxter International
BAX
+$3.02M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.24M

Sector Composition

1 Industrials 9.68%
2 Healthcare 8.94%
3 Financials 7.65%
4 Consumer Staples 7.48%
5 Energy 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,770