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
451
$14K ﹤0.01%
332
452
$14K ﹤0.01%
404
453
$14K ﹤0.01%
+504
454
$13K ﹤0.01%
+500
455
$13K ﹤0.01%
250
456
$13K ﹤0.01%
+1,012
457
$13K ﹤0.01%
380
458
$13K ﹤0.01%
740
459
$13K ﹤0.01%
1,920
460
$13K ﹤0.01%
200
461
$13K ﹤0.01%
+200
462
$13K ﹤0.01%
2,916
+2,835
463
$13K ﹤0.01%
332
464
$12K ﹤0.01%
2,340
465
$12K ﹤0.01%
+155
466
$12K ﹤0.01%
220
467
$12K ﹤0.01%
73
468
$12K ﹤0.01%
117
469
$12K ﹤0.01%
+249
470
$12K ﹤0.01%
110
471
$12K ﹤0.01%
650
472
$12K ﹤0.01%
99
473
$12K ﹤0.01%
107
474
$12K ﹤0.01%
+233
475
$12K ﹤0.01%
+100
17 18
19
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