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
$695M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$852K
5
POT
Potash Corp Of Saskatchewan
POT
+$816K

Top Sells

1
+$1M
2
+$740K
3
+$611K
4
NKE icon
Nike
NKE
+$523K
5
PEP icon
PepsiCo
PEP
+$523K

Sector Composition

1 Financials 19%
2 Healthcare 12.61%
3 Technology 11.69%
4 Energy 8.12%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16K ﹤0.01%
150
427
$16K ﹤0.01%
172
428
$16K ﹤0.01%
527
429
$16K ﹤0.01%
700
430
$16K ﹤0.01%
300
+200
431
$16K ﹤0.01%
460
432
$16K ﹤0.01%
710
433
$16K ﹤0.01%
929
434
$16K ﹤0.01%
+389
435
$16K ﹤0.01%
228
-1
436
$15K ﹤0.01%
150
437
$15K ﹤0.01%
100
438
$15K ﹤0.01%
660
439
$15K ﹤0.01%
563
-1,819
440
$15K ﹤0.01%
+713
441
$15K ﹤0.01%
375
442
$14K ﹤0.01%
268
443
$14K ﹤0.01%
908
444
$14K ﹤0.01%
1,500
445
$14K ﹤0.01%
+283
446
$14K ﹤0.01%
470
447
$14K ﹤0.01%
766
448
$14K ﹤0.01%
709
+14
449
$14K ﹤0.01%
155
450
$14K ﹤0.01%
1,800
16 17
18
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