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
501
$12K ﹤0.01%
316
-115
502
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190
+43
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505
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128
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509
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+73
510
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182
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+165
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513
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81
+4
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461
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$11K ﹤0.01%
105
516
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518
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519
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584
520
$11K ﹤0.01%
388
+105
521
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522
$11K ﹤0.01%
110
523
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53
+12
524
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29
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525
$11K ﹤0.01%
205
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