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
$716M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.31M
3 +$1.26M
4
PEP icon
PepsiCo
PEP
+$1.16M
5
KO icon
Coca-Cola
KO
+$1.11M

Top Sells

1 +$2.75M
2 +$1.09M
3 +$860K
4
WM icon
Waste Management
WM
+$842K
5
BMY icon
Bristol-Myers Squibb
BMY
+$573K

Sector Composition

1 Financials 18.31%
2 Healthcare 12.78%
3 Technology 11.96%
4 Energy 8.13%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
4
702
$0 ﹤0.01%
17
703
$0 ﹤0.01%
26
704
0
705
-111
706
-72
707
-560
708
-8,415