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
$1.56B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$3.6M
3 +$3.4M
4
DAL icon
Delta Air Lines
DAL
+$2.73M
5
BND icon
Vanguard Total Bond Market
BND
+$2.72M

Top Sells

1 +$6.55M
2 +$3.54M
3 +$2.89M
4
BMS
Bemis
BMS
+$2.55M
5
WFC icon
Wells Fargo
WFC
+$1.82M

Sector Composition

1 Financials 18.01%
2 Healthcare 12.45%
3 Technology 12.16%
4 Industrials 9.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7K ﹤0.01%
72
677
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100
678
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+9
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66
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682
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358
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683
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685
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125
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308
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$6K ﹤0.01%
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699
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221
-363
700
$6K ﹤0.01%
350
+11