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
$1.37B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$8.44M
3
+$3.97M
4
BKH icon
Black Hills Corp
BKH
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.56M

Top Sells

1
+$3.85M
2
+$3.19M
3
+$3.16M
4
CAH icon
Cardinal Health
CAH
+$1.99M
5
WFC icon
Wells Fargo
WFC
+$1.64M

Sector Composition

1 Financials 19.68%
2 Healthcare 13.27%
3 Technology 11.23%
4 Industrials 8.49%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14K ﹤0.01%
300
477
$14K ﹤0.01%
414
478
$14K ﹤0.01%
344
479
$14K ﹤0.01%
117
+62
480
$14K ﹤0.01%
885
+105
481
$14K ﹤0.01%
+155
482
$14K ﹤0.01%
802
483
$14K ﹤0.01%
+3,000
484
$13K ﹤0.01%
208
+120
485
$13K ﹤0.01%
499
486
$13K ﹤0.01%
691
487
$13K ﹤0.01%
780
488
$13K ﹤0.01%
1,773
+631
489
$13K ﹤0.01%
114
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490
$13K ﹤0.01%
84
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491
$13K ﹤0.01%
114
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492
$13K ﹤0.01%
675
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493
$13K ﹤0.01%
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494
$12K ﹤0.01%
150
495
$12K ﹤0.01%
229
496
$12K ﹤0.01%
381
497
$12K ﹤0.01%
110
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498
$12K ﹤0.01%
130
499
$12K ﹤0.01%
26
-70
500
$12K ﹤0.01%
158
+20
18 19
20
21 22