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
$1.33B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$3.68M
3 +$3.06M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M
5
SYF icon
Synchrony
SYF
+$1.66M

Top Sells

1 +$4.73M
2 +$2.32M
3 +$2.26M
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$1.74M
5
UNH icon
UnitedHealth
UNH
+$1.49M

Sector Composition

1 Financials 19.85%
2 Healthcare 13.03%
3 Technology 11.94%
4 Industrials 8.39%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$4K ﹤0.01%
97
727
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50
728
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550
729
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129
730
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731
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15
732
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733
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734
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735
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736
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738
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740
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62
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741
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742
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743
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745
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746
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747
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748
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76
749
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250
750
$4K ﹤0.01%
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