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
$2.68B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.1M
3
+$6.51M
4
VMW
VMware, Inc
VMW
+$5.27M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.26M

Top Sells

1
+$5.64M
2
+$3.41M
3
+$862K
4
DHR icon
Danaher
DHR
+$816K
5
WEC icon
WEC Energy
WEC
+$683K

Sector Composition

1 Financials 16.42%
2 Technology 14.36%
3 Healthcare 10.77%
4 Industrials 8.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$42K ﹤0.01%
71
452
$41K ﹤0.01%
84
-3
453
$41K ﹤0.01%
+634
454
$41K ﹤0.01%
545
455
$41K ﹤0.01%
454
456
$40K ﹤0.01%
172
+52
457
$40K ﹤0.01%
296
458
$40K ﹤0.01%
559
459
$40K ﹤0.01%
729
460
$39K ﹤0.01%
110
461
$39K ﹤0.01%
424
+373
462
$39K ﹤0.01%
372
463
$38K ﹤0.01%
433
464
$38K ﹤0.01%
1,000
465
$38K ﹤0.01%
2,000
+1,790
466
$38K ﹤0.01%
430
-8
467
$38K ﹤0.01%
2,995
-158
468
$37K ﹤0.01%
55
-2
469
$37K ﹤0.01%
169
-3
470
$37K ﹤0.01%
396
471
$37K ﹤0.01%
453
472
$37K ﹤0.01%
437
473
$37K ﹤0.01%
207
474
$36K ﹤0.01%
55
+1
475
$36K ﹤0.01%
884
17 18
19
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