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
701
$0 ﹤0.01%
10
702
-1,325
703
$0 ﹤0.01%
9
704
$0 ﹤0.01%
5
705
-630
706
-144
707
-750
708
-73
709
-118
710
-3
711
$0 ﹤0.01%
7