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
$2.34B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$4.99M
3
+$4.9M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$4.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.17M

Top Sells

1
+$3.49M
2
+$2.62M
3
+$2M
4
FTV icon
Fortive
FTV
+$1.79M
5
MMM icon
3M
MMM
+$1.63M

Sector Composition

1 Financials 15.51%
2 Technology 13.05%
3 Healthcare 11.63%
4 Industrials 8.01%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
1,000
-100
552
$20K ﹤0.01%
143
+55
553
$20K ﹤0.01%
1,062
554
$19K ﹤0.01%
125
555
$19K ﹤0.01%
522
556
$19K ﹤0.01%
595
557
$19K ﹤0.01%
1,922
-1,277
558
$19K ﹤0.01%
260
+200
559
$19K ﹤0.01%
653
560
$19K ﹤0.01%
50
561
$19K ﹤0.01%
2,204
562
$19K ﹤0.01%
288
563
$18K ﹤0.01%
85
564
$18K ﹤0.01%
45
+17
565
$18K ﹤0.01%
175
566
$18K ﹤0.01%
149
567
$18K ﹤0.01%
357
568
$17K ﹤0.01%
+377
569
$17K ﹤0.01%
259
570
$17K ﹤0.01%
397
571
$17K ﹤0.01%
157
572
$17K ﹤0.01%
400
573
$17K ﹤0.01%
1,066
574
$17K ﹤0.01%
187
575
$17K ﹤0.01%
100
21 22
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24 25