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
$1.13B
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.87M
3
+$3.91M
4
AGN
Allergan plc
AGN
+$3.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.94M

Top Sells

1
+$11.9M
2
+$4.27M
3
+$2.66M
4
GIS icon
General Mills
GIS
+$2.22M
5
HAR
Harman International Industries
HAR
+$2.05M

Sector Composition

1 Financials 19.83%
2 Healthcare 13.92%
3 Technology 10.68%
4 Industrials 8.31%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K ﹤0.01%
200
352
$31K ﹤0.01%
979
+160
353
$31K ﹤0.01%
187
354
$31K ﹤0.01%
358
-28
355
$30K ﹤0.01%
595
-3,025
356
$30K ﹤0.01%
545
-12
357
$29K ﹤0.01%
267
358
$29K ﹤0.01%
2,314
359
$29K ﹤0.01%
388
-12
360
$29K ﹤0.01%
581
+38
361
$29K ﹤0.01%
175
-100
362
$29K ﹤0.01%
825
363
$28K ﹤0.01%
620
+125
364
$28K ﹤0.01%
90
+10
365
$28K ﹤0.01%
590
366
$28K ﹤0.01%
605
-3,000
367
$27K ﹤0.01%
158
+6
368
$27K ﹤0.01%
290
369
$27K ﹤0.01%
600
+200
370
$26K ﹤0.01%
300
371
$26K ﹤0.01%
161
-88
372
$26K ﹤0.01%
220
-89
373
$26K ﹤0.01%
328
374
$26K ﹤0.01%
1,961
-481
375
$26K ﹤0.01%
350
13 14
15
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