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
$2.68B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.1M
3
+$6.51M
4
VMW
VMware, Inc
VMW
+$5.27M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.26M

Top Sells

1
+$5.64M
2
+$3.41M
3
+$862K
4
DHR icon
Danaher
DHR
+$816K
5
WEC icon
WEC Energy
WEC
+$683K

Sector Composition

1 Financials 16.42%
2 Technology 14.36%
3 Healthcare 10.77%
4 Industrials 8.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$77K ﹤0.01%
750
-6
377
$77K ﹤0.01%
2,890
378
$76K ﹤0.01%
1,146
+14
379
$76K ﹤0.01%
1,103
-100
380
$76K ﹤0.01%
96
+10
381
$75K ﹤0.01%
+2,877
382
$74K ﹤0.01%
3,396
383
$73K ﹤0.01%
320
-102
384
$72K ﹤0.01%
288
+23
385
$72K ﹤0.01%
366
386
$71K ﹤0.01%
151
387
$71K ﹤0.01%
202
+21
388
$70K ﹤0.01%
384
+281
389
$68K ﹤0.01%
2,271
-498
390
$68K ﹤0.01%
950
391
$68K ﹤0.01%
589
392
$67K ﹤0.01%
985
+590
393
$66K ﹤0.01%
780
394
$63K ﹤0.01%
+1,600
395
$63K ﹤0.01%
656
396
$63K ﹤0.01%
720
+434
397
$62K ﹤0.01%
600
398
$62K ﹤0.01%
453
+85
399
$62K ﹤0.01%
253
+5
400
$60K ﹤0.01%
5,500
14 15
16
17 18