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
$1.37B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$8.44M
3
+$3.97M
4
BKH icon
Black Hills Corp
BKH
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.56M

Top Sells

1
+$3.85M
2
+$3.19M
3
+$3.16M
4
CAH icon
Cardinal Health
CAH
+$1.99M
5
WFC icon
Wells Fargo
WFC
+$1.64M

Sector Composition

1 Financials 19.68%
2 Healthcare 13.27%
3 Technology 11.23%
4 Industrials 8.49%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
989
427
$21K ﹤0.01%
242
428
$20K ﹤0.01%
153
429
$19K ﹤0.01%
318
-4
430
$19K ﹤0.01%
400
431
$19K ﹤0.01%
232
432
$19K ﹤0.01%
179
433
$19K ﹤0.01%
223
434
$19K ﹤0.01%
258
+108
435
$18K ﹤0.01%
211
436
$18K ﹤0.01%
500
437
$18K ﹤0.01%
100
438
$18K ﹤0.01%
98
+14
439
$17K ﹤0.01%
1,000
440
$17K ﹤0.01%
300
441
$17K ﹤0.01%
300
442
$17K ﹤0.01%
75
443
$17K ﹤0.01%
422
+20
444
$17K ﹤0.01%
150
445
$17K ﹤0.01%
55
+6
446
$17K ﹤0.01%
377
+26
447
$17K ﹤0.01%
+500
448
$17K ﹤0.01%
300
-200
449
$17K ﹤0.01%
200
450
$16K ﹤0.01%
249
+43
16 17
18
19 20