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
$1.63B
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.9M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.31M

Top Sells

1
+$8.21M
2
+$5.81M
3
+$3.81M
4
MSFT icon
Microsoft
MSFT
+$3.39M
5
LOW icon
Lowe's Companies
LOW
+$2.22M

Sector Composition

1 Financials 17.15%
2 Technology 12.48%
3 Healthcare 12.41%
4 Industrials 9.02%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77K ﹤0.01%
1,310
277
$77K ﹤0.01%
1,773
278
$77K ﹤0.01%
390
279
$76K ﹤0.01%
2,656
280
$76K ﹤0.01%
1,360
281
$75K ﹤0.01%
7,022
282
$74K ﹤0.01%
405
283
$71K ﹤0.01%
1,216
-5
284
$70K ﹤0.01%
658
285
$70K ﹤0.01%
1,948
286
$70K ﹤0.01%
329
-40
287
$70K ﹤0.01%
472
+4
288
$69K ﹤0.01%
986
-50
289
$69K ﹤0.01%
867
+800
290
$69K ﹤0.01%
1,066
-175
291
$68K ﹤0.01%
2,820
292
$67K ﹤0.01%
1,999
-1,028
293
$67K ﹤0.01%
4,975
294
$66K ﹤0.01%
570
295
$65K ﹤0.01%
525
296
$64K ﹤0.01%
6,933
+199
297
$63K ﹤0.01%
243
298
$63K ﹤0.01%
620
299
$62K ﹤0.01%
690
300
$61K ﹤0.01%
932
10 11
12
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