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
451
$12K ﹤0.01%
+200
452
$12K ﹤0.01%
+404
453
$12K ﹤0.01%
+462
454
$12K ﹤0.01%
+889
455
$12K ﹤0.01%
+53
456
$12K ﹤0.01%
+241
457
$11K ﹤0.01%
+256
458
$11K ﹤0.01%
+354
459
$11K ﹤0.01%
+261
460
$11K ﹤0.01%
+380
461
$11K ﹤0.01%
+693
462
$11K ﹤0.01%
+1,096
463
$10K ﹤0.01%
+661
464
$10K ﹤0.01%
+220
465
$10K ﹤0.01%
+200
466
$10K ﹤0.01%
+200
467
$10K ﹤0.01%
+683
468
$10K ﹤0.01%
+106
469
$10K ﹤0.01%
+134
470
$10K ﹤0.01%
+391
471
$10K ﹤0.01%
+99
472
$10K ﹤0.01%
+209
473
$10K ﹤0.01%
+1,000
474
$10K ﹤0.01%
+375
475
$10K ﹤0.01%
+65
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