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
726
$11K ﹤0.01%
87
+24
727
$11K ﹤0.01%
218
+28
728
$11K ﹤0.01%
+410
729
$11K ﹤0.01%
42
730
$11K ﹤0.01%
75
+13
731
$11K ﹤0.01%
223
732
$11K ﹤0.01%
255
733
$11K ﹤0.01%
120
734
$11K ﹤0.01%
117
735
$11K ﹤0.01%
137
-28
736
$11K ﹤0.01%
159
737
$11K ﹤0.01%
71
-4
738
$11K ﹤0.01%
292
739
$11K ﹤0.01%
123
740
$11K ﹤0.01%
230
741
$11K ﹤0.01%
459
+52
742
$11K ﹤0.01%
275
743
$11K ﹤0.01%
444
+111
744
$11K ﹤0.01%
230
745
$11K ﹤0.01%
59
746
$11K ﹤0.01%
1,097
747
$11K ﹤0.01%
224
+32
748
$10K ﹤0.01%
172
749
$10K ﹤0.01%
405
+25
750
$10K ﹤0.01%
200
28 29
30
31 32