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
$2.09B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.33M
3
+$4.3M
4
BND icon
Vanguard Total Bond Market
BND
+$3.95M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.43M

Top Sells

1
+$3.19M
2
+$1.25M
3
+$1.22M
4
DUK icon
Duke Energy
DUK
+$1.17M
5
DHR icon
Danaher
DHR
+$1M

Sector Composition

1 Financials 16.22%
2 Technology 13.43%
3 Healthcare 11.07%
4 Industrials 9.53%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K ﹤0.01%
1,023
+135
552
$13K ﹤0.01%
+117
553
$13K ﹤0.01%
159
554
$13K ﹤0.01%
97
555
$13K ﹤0.01%
66
-2
556
$13K ﹤0.01%
50
557
$13K ﹤0.01%
26
558
$12K ﹤0.01%
221
559
$12K ﹤0.01%
632
560
$12K ﹤0.01%
680
561
$12K ﹤0.01%
89
562
$12K ﹤0.01%
249
563
$12K ﹤0.01%
124
564
$12K ﹤0.01%
102
565
$12K ﹤0.01%
203
566
$12K ﹤0.01%
+718
567
$12K ﹤0.01%
95
568
$12K ﹤0.01%
198
-52
569
$12K ﹤0.01%
64
570
$12K ﹤0.01%
67
-3
571
$12K ﹤0.01%
185
572
$12K ﹤0.01%
71
573
$12K ﹤0.01%
41
-2
574
$12K ﹤0.01%
161
575
$12K ﹤0.01%
125
21 22
23
24 25