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
351
$37K ﹤0.01%
805
+191
352
$37K ﹤0.01%
185
-75
353
$37K ﹤0.01%
484
354
$36K ﹤0.01%
355
355
$35K ﹤0.01%
283
-85
356
$34K ﹤0.01%
950
357
$34K ﹤0.01%
222
358
$33K ﹤0.01%
157
359
$33K ﹤0.01%
161
360
$33K ﹤0.01%
460
361
$33K ﹤0.01%
279
362
$33K ﹤0.01%
601
363
$32K ﹤0.01%
1,535
364
$32K ﹤0.01%
+747
365
$32K ﹤0.01%
118
366
$32K ﹤0.01%
1,058
+72
367
$32K ﹤0.01%
387
-130
368
$31K ﹤0.01%
321
369
$31K ﹤0.01%
1,660
+40
370
$31K ﹤0.01%
146
371
$31K ﹤0.01%
603
372
$31K ﹤0.01%
700
373
$31K ﹤0.01%
407
+9
374
$30K ﹤0.01%
266
375
$30K ﹤0.01%
490
+6
13 14
15
16 17