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
401
$18K ﹤0.01%
+600
402
$17K ﹤0.01%
+436
403
$17K ﹤0.01%
+1,150
404
$17K ﹤0.01%
+200
405
$17K ﹤0.01%
+183
406
$17K ﹤0.01%
+200
407
$17K ﹤0.01%
+700
408
$17K ﹤0.01%
+315
409
$17K ﹤0.01%
+662
410
$17K ﹤0.01%
+402
411
$17K ﹤0.01%
+320
412
$17K ﹤0.01%
+148
413
$16K ﹤0.01%
+400
414
$16K ﹤0.01%
+400
415
$16K ﹤0.01%
+1,200
416
$16K ﹤0.01%
+710
417
$16K ﹤0.01%
+528
418
$16K ﹤0.01%
+633
419
$16K ﹤0.01%
+165
420
$16K ﹤0.01%
+309
421
$15K ﹤0.01%
+69
422
$15K ﹤0.01%
+116
423
$15K ﹤0.01%
+150
424
$15K ﹤0.01%
+169
425
$15K ﹤0.01%
+1,800
15 16
17
18 19