FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$13.2M
3
+$12.4M
4
PEP icon
PepsiCo
PEP
+$11.9M
5
XOM icon
Exxon Mobil
XOM
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.05%
2 Healthcare 13.2%
3 Technology 12.37%
4 Consumer Staples 8.71%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$31K ﹤0.01%
+1,314
327
$31K ﹤0.01%
+703
328
$31K ﹤0.01%
+2,080
329
$31K ﹤0.01%
+606
330
$30K ﹤0.01%
+500
331
$30K ﹤0.01%
+768
332
$30K ﹤0.01%
+1,339
333
$30K ﹤0.01%
+479
334
$29K ﹤0.01%
+694
335
$29K ﹤0.01%
+200
336
$29K ﹤0.01%
+1,550
337
$29K ﹤0.01%
+1,185
338
$28K ﹤0.01%
+1,316
339
$28K ﹤0.01%
+700
340
$28K ﹤0.01%
+835
341
$27K ﹤0.01%
+560
342
$27K ﹤0.01%
+1,344
343
$27K ﹤0.01%
+564
344
$27K ﹤0.01%
+800
345
$27K ﹤0.01%
+1,962
346
$27K ﹤0.01%
+242
347
$27K ﹤0.01%
+799
348
$27K ﹤0.01%
+2,615
349
$26K ﹤0.01%
+1,033
350
$26K ﹤0.01%
+940
12 13
14
15 16