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
$1.37B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$8.44M
3
+$3.97M
4
BKH icon
Black Hills Corp
BKH
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.56M

Top Sells

1
+$3.85M
2
+$3.19M
3
+$3.16M
4
CAH icon
Cardinal Health
CAH
+$1.99M
5
WFC icon
Wells Fargo
WFC
+$1.64M

Sector Composition

1 Financials 19.68%
2 Healthcare 13.27%
3 Technology 11.23%
4 Industrials 8.49%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
27
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$5K ﹤0.01%
150
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728
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54
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729
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730
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731
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+116
732
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176
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733
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734
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735
$4K ﹤0.01%
21
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736
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32
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738
$4K ﹤0.01%
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739
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740
$4K ﹤0.01%
80
741
$4K ﹤0.01%
28
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742
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743
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745
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129
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746
$4K ﹤0.01%
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747
$4K ﹤0.01%
157
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748
$4K ﹤0.01%
134
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749
$4K ﹤0.01%
98
750
$4K ﹤0.01%
42
+5
28 29
30
31 32