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
$695M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$852K
5
POT
Potash Corp Of Saskatchewan
POT
+$816K

Top Sells

1
+$1M
2
+$740K
3
+$611K
4
NKE icon
Nike
NKE
+$523K
5
PEP icon
PepsiCo
PEP
+$523K

Sector Composition

1 Financials 19%
2 Healthcare 12.61%
3 Technology 11.69%
4 Energy 8.12%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
106
-57
627
$4K ﹤0.01%
76
628
$4K ﹤0.01%
83
629
$4K ﹤0.01%
85
630
$4K ﹤0.01%
84
631
$4K ﹤0.01%
1,000
632
– –
0
633
$3K ﹤0.01%
300
634
$3K ﹤0.01%
74
635
$3K ﹤0.01%
52
636
$3K ﹤0.01%
56
637
$3K ﹤0.01%
+78
638
$3K ﹤0.01%
8,000
639
$3K ﹤0.01%
43
640
$3K ﹤0.01%
125
641
$3K ﹤0.01%
8
642
$3K ﹤0.01%
25
643
$3K ﹤0.01%
94
644
$3K ﹤0.01%
47
645
$3K ﹤0.01%
133
646
$2K ﹤0.01%
+71
647
– –
0
648
$2K ﹤0.01%
+24
649
$2K ﹤0.01%
26
650
$2K ﹤0.01%
90
24 25
26
27 28