FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$112K ﹤0.01%
803
352
$107K ﹤0.01%
+149
353
$106K ﹤0.01%
1,089
+40
354
$106K ﹤0.01%
1,046
355
$105K ﹤0.01%
1,425
+5
356
$105K ﹤0.01%
2,200
357
$104K ﹤0.01%
227
358
$103K ﹤0.01%
2,400
359
$102K ﹤0.01%
2,654
360
$102K ﹤0.01%
543
-25
361
$101K ﹤0.01%
94
362
$101K ﹤0.01%
131
+2
363
$101K ﹤0.01%
408
364
$98.8K ﹤0.01%
678
365
$98K ﹤0.01%
2,270
-1,792
366
$97.7K ﹤0.01%
1,482
-115
367
$97.6K ﹤0.01%
1,974
-1,056
368
$97.4K ﹤0.01%
869
369
$97.1K ﹤0.01%
1,700
370
$96.5K ﹤0.01%
2,752
371
$96K ﹤0.01%
1,958
372
$93.7K ﹤0.01%
295
373
$93.6K ﹤0.01%
98
374
$93.3K ﹤0.01%
711
375
$90.5K ﹤0.01%
864
13 14
15
16 17