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
$2.43B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.78M
3
+$6.13M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.89M
5
WCC icon
WESCO International
WCC
+$1.58M

Top Sells

1
+$4.4M
2
+$4.14M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$3.28M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.91M

Sector Composition

1 Financials 15.4%
2 Technology 12.35%
3 Healthcare 11.33%
4 Industrials 8.59%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$64.6K ﹤0.01%
749
-248
377
$63.3K ﹤0.01%
1,319
378
$62.1K ﹤0.01%
293
379
$61.4K ﹤0.01%
365
-110
380
$60.5K ﹤0.01%
1,308
+89
381
$60.5K ﹤0.01%
750
382
$59.8K ﹤0.01%
461
383
$59.5K ﹤0.01%
1,191
+435
384
$59.1K ﹤0.01%
255
+13
385
$58.6K ﹤0.01%
290
386
$58.5K ﹤0.01%
1,300
387
$58.3K ﹤0.01%
793
+55
388
$57.8K ﹤0.01%
282
389
$57.5K ﹤0.01%
148
390
$57.3K ﹤0.01%
105
+6
391
$57.2K ﹤0.01%
122
392
$56.6K ﹤0.01%
2,305
393
$56.3K ﹤0.01%
758
+582
394
$55.6K ﹤0.01%
1,716
395
$55.6K ﹤0.01%
660
396
$55.5K ﹤0.01%
790
397
$55.1K ﹤0.01%
385
398
$53.2K ﹤0.01%
424
399
$52.8K ﹤0.01%
103
400
$52.7K ﹤0.01%
3,272
-680
14 15
16
17 18