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
351
$26K ﹤0.01%
+1,419
352
$26K ﹤0.01%
+2,406
353
$26K ﹤0.01%
+453
354
$26K ﹤0.01%
+345
355
$26K ﹤0.01%
+303
356
$26K ﹤0.01%
+1,478
357
$25K ﹤0.01%
+1,128
358
$25K ﹤0.01%
+171
359
$25K ﹤0.01%
+96
360
$25K ﹤0.01%
+906
361
$25K ﹤0.01%
+450
362
$24K ﹤0.01%
+461
363
$24K ﹤0.01%
+250
364
$24K ﹤0.01%
+25
365
$24K ﹤0.01%
+1,750
366
$24K ﹤0.01%
+400
367
$23K ﹤0.01%
+250
368
$23K ﹤0.01%
+900
369
$23K ﹤0.01%
+432
370
$23K ﹤0.01%
+259
371
$23K ﹤0.01%
+650
372
$23K ﹤0.01%
+305
373
$22K ﹤0.01%
+2,331
374
$22K ﹤0.01%
+272
375
$22K ﹤0.01%
+334
13 14
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