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
301
$60K ﹤0.01%
533
+161
302
$59K ﹤0.01%
+650
303
$59K ﹤0.01%
224
+4
304
$58K ﹤0.01%
366
305
$58K ﹤0.01%
2,000
306
$57K ﹤0.01%
1,137
307
$56K ﹤0.01%
264
+64
308
$56K ﹤0.01%
370
309
$56K ﹤0.01%
1,035
+100
310
$56K ﹤0.01%
971
311
$55K ﹤0.01%
644
+4
312
$55K ﹤0.01%
13,985
-5,217
313
$54K ﹤0.01%
4,190
+250
314
$54K ﹤0.01%
614
315
$54K ﹤0.01%
285
+2
316
$54K ﹤0.01%
591
-340
317
$53K ﹤0.01%
468
318
$51K ﹤0.01%
632
319
$51K ﹤0.01%
597
320
$50K ﹤0.01%
1,115
+10
321
$50K ﹤0.01%
850
322
$50K ﹤0.01%
425
323
$49K ﹤0.01%
817
-75
324
$48K ﹤0.01%
1,508
325
$48K ﹤0.01%
715
+5
11 12
13
14 15