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
401
$26K ﹤0.01%
259
-105
402
$25K ﹤0.01%
581
+494
403
$25K ﹤0.01%
368
404
$25K ﹤0.01%
171
+4
405
$25K ﹤0.01%
270
406
$25K ﹤0.01%
170
+12
407
$24K ﹤0.01%
+500
408
$24K ﹤0.01%
217
409
$24K ﹤0.01%
285
410
$24K ﹤0.01%
148
411
$24K ﹤0.01%
1,062
412
$24K ﹤0.01%
170
413
$23K ﹤0.01%
439
414
$23K ﹤0.01%
550
415
$23K ﹤0.01%
75
416
$23K ﹤0.01%
+98
417
$23K ﹤0.01%
120
+3
418
$23K ﹤0.01%
1,096
-1
419
$22K ﹤0.01%
139
420
$22K ﹤0.01%
106
+2
421
$22K ﹤0.01%
359
+200
422
$22K ﹤0.01%
237
423
$22K ﹤0.01%
+281
424
$22K ﹤0.01%
+77
425
$22K ﹤0.01%
1,125
15 16
17
18 19