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
951
$3K ﹤0.01%
67
952
$2K ﹤0.01%
31
953
$2K ﹤0.01%
68
954
$2K ﹤0.01%
48
955
$2K ﹤0.01%
56
-43
956
$2K ﹤0.01%
84
957
$2K ﹤0.01%
64
958
$2K ﹤0.01%
50
+46
959
$2K ﹤0.01%
312
-1,849
960
$2K ﹤0.01%
103
961
$2K ﹤0.01%
99
962
$2K ﹤0.01%
41
963
$1K ﹤0.01%
150
964
$1K ﹤0.01%
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965
$1K ﹤0.01%
4
966
$1K ﹤0.01%
32
-2
967
$1K ﹤0.01%
10
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968
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45
970
$1K ﹤0.01%
250
971
$1K ﹤0.01%
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972
$1K ﹤0.01%
36
973
$1K ﹤0.01%
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974
$1K ﹤0.01%
43
-160
975
$1K ﹤0.01%
3
37 38
39
40 41