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
826
$8K ﹤0.01%
34
827
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311
828
$8K ﹤0.01%
+78
829
$8K ﹤0.01%
925
830
$8K ﹤0.01%
355
+251
831
$7K ﹤0.01%
+22
832
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128
+59
833
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55
834
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835
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68
836
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+218
837
$7K ﹤0.01%
55
838
$7K ﹤0.01%
+94
839
$7K ﹤0.01%
+59
840
$7K ﹤0.01%
43
841
$7K ﹤0.01%
+214
842
$7K ﹤0.01%
706
843
$7K ﹤0.01%
61
+58
844
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+293
845
$7K ﹤0.01%
40
846
$7K ﹤0.01%
100
847
$7K ﹤0.01%
159
848
$7K ﹤0.01%
123
849
$7K ﹤0.01%
49
850
$7K ﹤0.01%
+92
32 33
34
35 36