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
$2.09B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.33M
3
+$4.3M
4
BND icon
Vanguard Total Bond Market
BND
+$3.95M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.43M

Top Sells

1
+$3.19M
2
+$1.25M
3
+$1.22M
4
DUK icon
Duke Energy
DUK
+$1.17M
5
DHR icon
Danaher
DHR
+$1M

Sector Composition

1 Financials 16.22%
2 Technology 13.43%
3 Healthcare 11.07%
4 Industrials 9.53%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$44K ﹤0.01%
400
-100
352
$43K ﹤0.01%
670
-50
353
$43K ﹤0.01%
700
354
$42K ﹤0.01%
253
-29
355
$42K ﹤0.01%
559
356
$42K ﹤0.01%
1,275
357
$42K ﹤0.01%
1,690
358
$42K ﹤0.01%
593
359
$42K ﹤0.01%
372
360
$41K ﹤0.01%
388
361
$40K ﹤0.01%
190
+62
362
$40K ﹤0.01%
228
363
$40K ﹤0.01%
1,050
364
$40K ﹤0.01%
505
365
$39K ﹤0.01%
310
366
$39K ﹤0.01%
350
367
$39K ﹤0.01%
196
+95
368
$39K ﹤0.01%
653
-4
369
$38K ﹤0.01%
637
370
$38K ﹤0.01%
350
371
$37K ﹤0.01%
955
372
$37K ﹤0.01%
114
+27
373
$37K ﹤0.01%
207
374
$36K ﹤0.01%
118
375
$36K ﹤0.01%
75
13 14
15
16 17