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
651
$15K ﹤0.01%
82
652
$15K ﹤0.01%
1,000
653
$15K ﹤0.01%
278
654
$15K ﹤0.01%
226
+173
655
$15K ﹤0.01%
300
656
$15K ﹤0.01%
41
-15
657
$15K ﹤0.01%
164
-7
658
$14K ﹤0.01%
136
659
$14K ﹤0.01%
682
+337
660
$14K ﹤0.01%
373
661
$14K ﹤0.01%
250
662
$14K ﹤0.01%
110
663
$14K ﹤0.01%
159
664
$14K ﹤0.01%
360
665
$14K ﹤0.01%
88
666
$14K ﹤0.01%
56
-18
667
$14K ﹤0.01%
470
668
$14K ﹤0.01%
103
669
$14K ﹤0.01%
202
-11
670
$14K ﹤0.01%
161
671
$14K ﹤0.01%
+300
672
$14K ﹤0.01%
144
673
$14K ﹤0.01%
51
674
$14K ﹤0.01%
103
675
$14K ﹤0.01%
170
25 26
27
28 29