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
751
$10K ﹤0.01%
156
+10
752
$10K ﹤0.01%
270
753
$10K ﹤0.01%
127
-17
754
$10K ﹤0.01%
946
755
$10K ﹤0.01%
90
756
$10K ﹤0.01%
341
757
$10K ﹤0.01%
135
758
$10K ﹤0.01%
140
759
$10K ﹤0.01%
223
+14
760
$10K ﹤0.01%
+180
761
$10K ﹤0.01%
85
+9
762
$10K ﹤0.01%
630
763
$10K ﹤0.01%
145
+85
764
$10K ﹤0.01%
86
765
$10K ﹤0.01%
3,086
766
$10K ﹤0.01%
+263
767
$10K ﹤0.01%
156
768
$10K ﹤0.01%
218
769
$10K ﹤0.01%
44
-28
770
$10K ﹤0.01%
33
771
$10K ﹤0.01%
+56
772
$10K ﹤0.01%
276
773
$10K ﹤0.01%
1,203
774
$9K ﹤0.01%
38
775
$9K ﹤0.01%
363
29 30
31
32 33