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
476
$12K ﹤0.01%
444
477
$12K ﹤0.01%
578
-1,000
478
$12K ﹤0.01%
43
479
$12K ﹤0.01%
273
+173
480
$11K ﹤0.01%
+241
481
$11K ﹤0.01%
924
482
$11K ﹤0.01%
214
483
$11K ﹤0.01%
+428
484
$11K ﹤0.01%
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485
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132
486
$11K ﹤0.01%
135
487
$11K ﹤0.01%
188
488
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296
489
$11K ﹤0.01%
106
490
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244
491
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150
492
$11K ﹤0.01%
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261
495
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13
496
$11K ﹤0.01%
375
497
$11K ﹤0.01%
+369
498
$10K ﹤0.01%
166
499
$10K ﹤0.01%
633
500
$10K ﹤0.01%
341
18 19
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