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
751
$4K ﹤0.01%
71
+14
752
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104
+45
753
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115
+25
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756
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758
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-1
759
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37
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760
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66
+7
761
$4K ﹤0.01%
42
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762
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51
+14
763
$4K ﹤0.01%
73
+10
764
$4K ﹤0.01%
300
765
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51
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766
$4K ﹤0.01%
24
767
$4K ﹤0.01%
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768
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3
769
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770
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42
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771
$4K ﹤0.01%
36
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$4K ﹤0.01%
37
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773
$4K ﹤0.01%
5
+4
774
$4K ﹤0.01%
169
775
$4K ﹤0.01%
110
+14
29 30
31
32 33