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
$3.22B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$2.56M
3
+$2.36M
4
EW icon
Edwards Lifesciences
EW
+$2.34M
5
ICLR icon
Icon
ICLR
+$1.89M

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.59M
4
LLY icon
Eli Lilly
LLY
+$931K
5
BAC icon
Bank of America
BAC
+$821K

Sector Composition

1 Technology 16.83%
2 Financials 13.5%
3 Healthcare 9.31%
4 Industrials 8.15%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-50
1802
– –
-1,300
1803
– –
-147
1804
– –
-25
1805
– –
-150
1806
– –
-1,000
1807
– –
-260
1808
– –
-800
1809
– –
-251
1810
– –
-100
1811
– –
-1,326
1812
– –
-200
1813
– –
-31
1814
– –
-400
69 70 71 72
73