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
551
$25K ﹤0.01%
1,062
-14
552
$24K ﹤0.01%
431
+55
553
$24K ﹤0.01%
173
-47
554
$24K ﹤0.01%
1,050
555
$24K ﹤0.01%
262
556
$24K ﹤0.01%
57
-2
557
$24K ﹤0.01%
317
558
$24K ﹤0.01%
1,762
-1,783
559
$24K ﹤0.01%
150
+91
560
$24K ﹤0.01%
288
-6
561
$23K ﹤0.01%
+401
562
$23K ﹤0.01%
+830
563
$23K ﹤0.01%
149
564
$23K ﹤0.01%
+300
565
$23K ﹤0.01%
653
566
$22K ﹤0.01%
338
+133
567
$22K ﹤0.01%
248
-7,468
568
$22K ﹤0.01%
203
569
$22K ﹤0.01%
175
570
$22K ﹤0.01%
414
571
$22K ﹤0.01%
595
572
$22K ﹤0.01%
142
573
$22K ﹤0.01%
+250
574
$22K ﹤0.01%
125
575
$22K ﹤0.01%
+1,000
21 22
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