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
$1.56B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$3.6M
3 +$3.4M
4
DAL icon
Delta Air Lines
DAL
+$2.73M
5
BND icon
Vanguard Total Bond Market
BND
+$2.72M

Top Sells

1 +$6.55M
2 +$3.54M
3 +$2.89M
4
BMS
Bemis
BMS
+$2.55M
5
WFC icon
Wells Fargo
WFC
+$1.82M

Sector Composition

1 Financials 18.01%
2 Healthcare 12.45%
3 Technology 12.16%
4 Industrials 9.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$23K ﹤0.01%
439
+22
402
$23K ﹤0.01%
300
403
$23K ﹤0.01%
215
+1
404
$23K ﹤0.01%
195
+1
405
$23K ﹤0.01%
470
406
$23K ﹤0.01%
564
+35
407
$23K ﹤0.01%
477
+41
408
$23K ﹤0.01%
133
+15
409
$22K ﹤0.01%
269
+3
410
$22K ﹤0.01%
368
+4
411
$22K ﹤0.01%
550
412
$22K ﹤0.01%
165
+1
413
$22K ﹤0.01%
258
+23
414
$22K ﹤0.01%
274
+22
415
$22K ﹤0.01%
228
+2
416
$22K ﹤0.01%
1,755
+1,492
417
$22K ﹤0.01%
122
+9
418
$22K ﹤0.01%
140
419
$21K ﹤0.01%
3,415
+800
420
$21K ﹤0.01%
123
421
$21K ﹤0.01%
75
422
$21K ﹤0.01%
248
+13
423
$21K ﹤0.01%
1,823
424
$21K ﹤0.01%
191
+12
425
$21K ﹤0.01%
1,062