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
$649M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$13.2M
3
+$12.4M
4
PEP icon
PepsiCo
PEP
+$11.9M
5
XOM icon
Exxon Mobil
XOM
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.05%
2 Healthcare 13.2%
3 Technology 12.37%
4 Consumer Staples 8.71%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.05%
+6,490
177
$295K 0.05%
+4,291
178
$293K 0.05%
+6,429
179
$289K 0.04%
+7,252
180
$286K 0.04%
+14,016
181
$278K 0.04%
+8,193
182
$277K 0.04%
+1,100
183
$270K 0.04%
+8,000
184
$267K 0.04%
+3,670
185
$266K 0.04%
+3,429
186
$264K 0.04%
+4,535
187
$258K 0.04%
+5,465
188
$255K 0.04%
+5,140
189
$253K 0.04%
+10,700
190
$239K 0.04%
+12,400
191
$232K 0.04%
+4,013
192
$224K 0.03%
+3,381
193
$220K 0.03%
+8,167
194
$217K 0.03%
+5,755
195
$216K 0.03%
+1,952
196
$215K 0.03%
+24,547
197
$214K 0.03%
+973
198
$208K 0.03%
+5,946
199
$204K 0.03%
+15,380
200
$201K 0.03%
+5,230
6 7
8
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