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
$1.56B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$3.6M
3
+$3.4M
4
DAL icon
Delta Air Lines
DAL
+$2.73M
5
BND icon
Vanguard Total Bond Market
BND
+$2.72M

Top Sells

1
+$6.55M
2
+$3.54M
3
+$2.89M
4
BMS
Bemis
BMS
+$2.55M
5
WFC icon
Wells Fargo
WFC
+$1.82M

Sector Composition

1 Financials 18.01%
2 Healthcare 12.45%
3 Technology 12.16%
4 Industrials 9.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
61
552
$10K ﹤0.01%
80
+7
553
$10K ﹤0.01%
404
+2
554
$10K ﹤0.01%
315
555
$10K ﹤0.01%
173
+9
556
$10K ﹤0.01%
125
557
$10K ﹤0.01%
110
558
$10K ﹤0.01%
507
559
$10K ﹤0.01%
93
+5
560
$10K ﹤0.01%
362
561
$9K ﹤0.01%
34
+1
562
$9K ﹤0.01%
440
563
$9K ﹤0.01%
100
564
$9K ﹤0.01%
314
565
$9K ﹤0.01%
50
566
$9K ﹤0.01%
+246
567
$9K ﹤0.01%
72
+5
568
$9K ﹤0.01%
195
+16
569
$9K ﹤0.01%
126
+7
570
$9K ﹤0.01%
600
571
$9K ﹤0.01%
60
572
$9K ﹤0.01%
30
573
$9K ﹤0.01%
237
574
$9K ﹤0.01%
72
575
$9K ﹤0.01%
177
21 22
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