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
401
$67K ﹤0.01%
285
402
$65K ﹤0.01%
166
403
$64.4K ﹤0.01%
85
+1
404
$64.4K ﹤0.01%
+450
405
$64.1K ﹤0.01%
819
406
$62.9K ﹤0.01%
179
407
$62.1K ﹤0.01%
540
408
$61.5K ﹤0.01%
1,566
409
$60.2K ﹤0.01%
122
+18
410
$59.3K ﹤0.01%
218
+6
411
$59.1K ﹤0.01%
97
412
$59.1K ﹤0.01%
1,445
+210
413
$58.7K ﹤0.01%
1,708
414
$58.6K ﹤0.01%
495
-431
415
$58.2K ﹤0.01%
168
+2
416
$57.5K ﹤0.01%
1,243
417
$57.2K ﹤0.01%
120
418
$55.9K ﹤0.01%
430
419
$55.1K ﹤0.01%
281
420
$54.9K ﹤0.01%
800
421
$54.5K ﹤0.01%
2,305
422
$54.1K ﹤0.01%
427
-2
423
$54.1K ﹤0.01%
1,080
-680
424
$53.7K ﹤0.01%
3,146
425
$53.2K ﹤0.01%
564
+100
15 16
17
18 19