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
526
$29K ﹤0.01%
+649
527
$29K ﹤0.01%
+656
528
$28K ﹤0.01%
99
529
$28K ﹤0.01%
106
530
$28K ﹤0.01%
209
+150
531
$28K ﹤0.01%
151
532
$28K ﹤0.01%
210
+10
533
$27K ﹤0.01%
147
-5
534
$27K ﹤0.01%
236
+75
535
$27K ﹤0.01%
430
536
$27K ﹤0.01%
700
537
$27K ﹤0.01%
267
+40
538
$26K ﹤0.01%
750
-150
539
$26K ﹤0.01%
522
540
$26K ﹤0.01%
110
541
$26K ﹤0.01%
300
542
$25K ﹤0.01%
170
+13
543
$25K ﹤0.01%
993
544
$25K ﹤0.01%
865
-356
545
$25K ﹤0.01%
1,095
+309
546
$25K ﹤0.01%
1,771
+106
547
$25K ﹤0.01%
357
548
$25K ﹤0.01%
1,325
549
$25K ﹤0.01%
247
550
$25K ﹤0.01%
1,401
+289
20 21
22
23 24