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
501
$32K ﹤0.01%
+408
502
$32K ﹤0.01%
310
503
$31K ﹤0.01%
187
+47
504
$31K ﹤0.01%
176
-97
505
$31K ﹤0.01%
133
506
$31K ﹤0.01%
+820
507
$31K ﹤0.01%
80
-4
508
$31K ﹤0.01%
460
-1,165
509
$31K ﹤0.01%
653
-365
510
$30K ﹤0.01%
249
511
$30K ﹤0.01%
784
512
$30K ﹤0.01%
1,125
513
$30K ﹤0.01%
175
-25
514
$29K ﹤0.01%
127
515
$29K ﹤0.01%
+925
516
$29K ﹤0.01%
+901
517
$29K ﹤0.01%
44
-2
518
$29K ﹤0.01%
1,244
+729
519
$29K ﹤0.01%
285
+272
520
$29K ﹤0.01%
460
521
$29K ﹤0.01%
1,084
+680
522
$29K ﹤0.01%
78
-3
523
$29K ﹤0.01%
187
524
$29K ﹤0.01%
75
525
$29K ﹤0.01%
88
+1
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