FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1 +$66.5M
2 +$13.2M
3 +$12.4M
4
PEP icon
PepsiCo
PEP
+$11.9M
5
XOM icon
Exxon Mobil
XOM
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.05%
2 Healthcare 13.2%
3 Technology 12.37%
4 Consumer Staples 8.71%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$6K ﹤0.01%
+252
527
$6K ﹤0.01%
+148
528
$6K ﹤0.01%
+313
529
$5K ﹤0.01%
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530
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531
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+130
533
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+300
534
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+334
535
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+100
536
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+250
537
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538
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540
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+1,024
541
$4K ﹤0.01%
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542
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543
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545
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+88
546
$4K ﹤0.01%
+100
547
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+98
548
$4K ﹤0.01%
+132
549
$4K ﹤0.01%
+92
550
$4K ﹤0.01%
+84