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
$1.32B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$5.04M
3
+$2.54M
4
GIS icon
General Mills
GIS
+$2.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91M

Top Sells

1
+$9.36M
2
+$3.64M
3
+$1.99M
4
JNPR
Juniper Networks
JNPR
+$1.58M
5
AMP icon
Ameriprise Financial
AMP
+$1.46M

Sector Composition

1 Financials 18.1%
2 Healthcare 14.25%
3 Technology 11.92%
4 Industrials 8.37%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$160K 0.01%
2,151
+394
227
$152K 0.01%
1,874
+1,325
228
$150K 0.01%
4,000
229
$149K 0.01%
2,994
230
$147K 0.01%
1,354
231
$142K 0.01%
5,326
232
$142K 0.01%
10,769
-750
233
$142K 0.01%
3,762
234
$138K 0.01%
2,090
235
$136K 0.01%
2,379
+104
236
$134K 0.01%
1,438
237
$133K 0.01%
1,359
238
$132K 0.01%
2,036
239
$130K 0.01%
1,298
240
$130K 0.01%
3,885
241
$130K 0.01%
3,442
242
$127K 0.01%
981
-5
243
$127K 0.01%
2,737
244
$126K 0.01%
1,680
-1,300
245
$121K 0.01%
10,650
246
$119K 0.01%
2,300
247
$115K 0.01%
2,400
+1,600
248
$113K 0.01%
843
249
$111K 0.01%
666
250
$107K 0.01%
639
8 9
10
11 12