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
$2.09B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.33M
3
+$4.3M
4
BND icon
Vanguard Total Bond Market
BND
+$3.95M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.43M

Top Sells

1
+$3.19M
2
+$1.25M
3
+$1.22M
4
DUK icon
Duke Energy
DUK
+$1.17M
5
DHR icon
Danaher
DHR
+$1M

Sector Composition

1 Financials 16.22%
2 Technology 13.43%
3 Healthcare 11.07%
4 Industrials 9.53%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
+65
777
$5K ﹤0.01%
+42
778
$5K ﹤0.01%
31
779
$5K ﹤0.01%
101
780
$5K ﹤0.01%
124
781
$5K ﹤0.01%
19
-50
782
$5K ﹤0.01%
54
783
$5K ﹤0.01%
+131
784
$5K ﹤0.01%
440
785
$5K ﹤0.01%
311
786
$5K ﹤0.01%
81
787
$5K ﹤0.01%
104
-4
788
$4K ﹤0.01%
30
789
$4K ﹤0.01%
72
790
$4K ﹤0.01%
+18
791
$4K ﹤0.01%
210
792
$4K ﹤0.01%
+158
793
$4K ﹤0.01%
100
794
$4K ﹤0.01%
40
795
$4K ﹤0.01%
34
796
$4K ﹤0.01%
18
797
$4K ﹤0.01%
400
798
$4K ﹤0.01%
1,021
799
$4K ﹤0.01%
+97
800
$4K ﹤0.01%
+236
30 31
32
33 34