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
376
$35K ﹤0.01%
251
-42
377
$35K ﹤0.01%
161
378
$34K ﹤0.01%
295
-4
379
$34K ﹤0.01%
118
380
$34K ﹤0.01%
169
-5
381
$34K ﹤0.01%
185
382
$34K ﹤0.01%
70
383
$33K ﹤0.01%
1,970
384
$33K ﹤0.01%
990
385
$33K ﹤0.01%
135
386
$32K ﹤0.01%
372
387
$32K ﹤0.01%
450
388
$32K ﹤0.01%
157
389
$32K ﹤0.01%
285
390
$32K ﹤0.01%
129
-3
391
$32K ﹤0.01%
105
392
$31K ﹤0.01%
300
-102
393
$31K ﹤0.01%
300
394
$31K ﹤0.01%
+432
395
$30K ﹤0.01%
140
+3
396
$30K ﹤0.01%
100
397
$30K ﹤0.01%
567
398
$30K ﹤0.01%
162
399
$30K ﹤0.01%
310
400
$30K ﹤0.01%
324
+21
14 15
16
17 18