FMII
Farmers & Merchants Investments Inc Portfolio holdings
AUM
$3.43B
1-Year Return
15.33%
This Quarter Return
+6.91%
1 Year Return
+15.33%
3 Year Return
+55.87%
5 Year Return
+107.22%
10 Year Return
+222.9%
AUM
$2.09B
AUM Growth
+$153M
(+7.9%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
885
New
45
Increased
116
Reduced
165
Closed
41
Top Buys
Top Sells
| 1 |
Exelon
EXC
|
+$3.19M |
| 2 |
Kimberly-Clark
KMB
|
+$1.25M |
| 3 |
WEC Energy
WEC
|
+$1.22M |
| 4 |
Duke Energy
DUK
|
+$1.17M |
| 5 |
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% |