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
376
$30K ﹤0.01%
1,000
377
$30K ﹤0.01%
200
378
$29K ﹤0.01%
338
+6
379
$29K ﹤0.01%
202
380
$29K ﹤0.01%
492
+16
381
$29K ﹤0.01%
500
382
$28K ﹤0.01%
220
383
$28K ﹤0.01%
75
384
$28K ﹤0.01%
975
+15
385
$28K ﹤0.01%
302
386
$27K ﹤0.01%
585
-125
387
$27K ﹤0.01%
293
388
$27K ﹤0.01%
650
389
$27K ﹤0.01%
1,290
-5,155
390
$27K ﹤0.01%
75
391
$27K ﹤0.01%
79
392
$27K ﹤0.01%
298
393
$27K ﹤0.01%
+523
394
$27K ﹤0.01%
426
395
$27K ﹤0.01%
564
396
$27K ﹤0.01%
125
+3
397
$26K ﹤0.01%
274
+5
398
$26K ﹤0.01%
142
+14
399
$26K ﹤0.01%
195
400
$26K ﹤0.01%
419
-175
14 15
16
17 18