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
476
$36K ﹤0.01%
+785
477
$36K ﹤0.01%
+400
478
$36K ﹤0.01%
595
+32
479
$36K ﹤0.01%
56
+19
480
$36K ﹤0.01%
310
481
$35K ﹤0.01%
609
+137
482
$35K ﹤0.01%
622
483
$35K ﹤0.01%
235
+16
484
$35K ﹤0.01%
430
485
$35K ﹤0.01%
81
-3
486
$35K ﹤0.01%
111
+36
487
$35K ﹤0.01%
86
+36
488
$35K ﹤0.01%
160
489
$35K ﹤0.01%
454
490
$35K ﹤0.01%
1,016
-300
491
$34K ﹤0.01%
+1,746
492
$34K ﹤0.01%
178
-4
493
$34K ﹤0.01%
2,115
+145
494
$34K ﹤0.01%
55
495
$34K ﹤0.01%
443
+302
496
$33K ﹤0.01%
545
497
$33K ﹤0.01%
85
-139
498
$33K ﹤0.01%
2,638
+133
499
$32K ﹤0.01%
85
-3
500
$32K ﹤0.01%
263
+196
18 19
20
21 22