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
901
$5K ﹤0.01%
149
-160
902
$5K ﹤0.01%
214
903
$5K ﹤0.01%
+50
904
$5K ﹤0.01%
+90
905
$5K ﹤0.01%
59
906
$4K ﹤0.01%
102
-39
907
$4K ﹤0.01%
72
-62
908
$4K ﹤0.01%
136
-69
909
$4K ﹤0.01%
362
910
$4K ﹤0.01%
18
911
$4K ﹤0.01%
+140
912
$4K ﹤0.01%
+147
913
$4K ﹤0.01%
208
-1,102
914
$4K ﹤0.01%
34
915
$4K ﹤0.01%
1,000
916
$4K ﹤0.01%
7
917
$4K ﹤0.01%
250
918
$4K ﹤0.01%
+140
919
$4K ﹤0.01%
143
920
$4K ﹤0.01%
425
921
$4K ﹤0.01%
86
922
$4K ﹤0.01%
185
923
$4K ﹤0.01%
210
924
$4K ﹤0.01%
185
+15
925
$4K ﹤0.01%
130
-965
35 36
37
38 39