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
$2.09B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.33M
3
+$4.3M
4
BND icon
Vanguard Total Bond Market
BND
+$3.95M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.43M

Top Sells

1
+$3.19M
2
+$1.25M
3
+$1.22M
4
DUK icon
Duke Energy
DUK
+$1.17M
5
DHR icon
Danaher
DHR
+$1M

Sector Composition

1 Financials 16.22%
2 Technology 13.43%
3 Healthcare 11.07%
4 Industrials 9.53%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
3,415
452
$21K ﹤0.01%
673
453
$21K ﹤0.01%
50
454
$21K ﹤0.01%
357
455
$21K ﹤0.01%
470
456
$21K ﹤0.01%
57
457
$21K ﹤0.01%
124
458
$21K ﹤0.01%
170
459
$20K ﹤0.01%
341
460
$20K ﹤0.01%
407
461
$20K ﹤0.01%
171
462
$20K ﹤0.01%
201
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463
$20K ﹤0.01%
147
464
$20K ﹤0.01%
700
465
$20K ﹤0.01%
100
466
$20K ﹤0.01%
150
467
$20K ﹤0.01%
522
468
$20K ﹤0.01%
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$20K ﹤0.01%
936
470
$20K ﹤0.01%
249
471
$19K ﹤0.01%
166
-70
472
$19K ﹤0.01%
175
473
$19K ﹤0.01%
179
474
$19K ﹤0.01%
250
475
$19K ﹤0.01%
125
17 18
19
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