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
851
$7K ﹤0.01%
60
852
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+126
853
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854
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857
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858
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+160
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100
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865
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866
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867
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869
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870
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73
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$6K ﹤0.01%
72
873
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874
$6K ﹤0.01%
1,021
875
$6K ﹤0.01%
63