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
701
$12K ﹤0.01%
270
+255
702
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203
703
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61
704
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705
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128
706
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110
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707
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69
-18
708
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709
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50
710
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711
$12K ﹤0.01%
482
712
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+263
713
$12K ﹤0.01%
64
714
$12K ﹤0.01%
376
-940
715
$12K ﹤0.01%
747
+85
716
$12K ﹤0.01%
300
717
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67
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439
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719
$12K ﹤0.01%
361
720
$12K ﹤0.01%
198
721
$12K ﹤0.01%
123
722
$12K ﹤0.01%
441
+146
723
$11K ﹤0.01%
85
724
$11K ﹤0.01%
389
725
$11K ﹤0.01%
94
-60
27 28
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