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
$750M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.47M
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$625K
5
ATI icon
ATI
ATI
+$585K

Top Sells

1
+$1.66M
2
+$835K
3
+$691K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$529K
5
DTV
DIRECTV COM STK (DE)
DTV
+$510K

Sector Composition

1 Financials 17.57%
2 Healthcare 12.85%
3 Technology 12.11%
4 Energy 8.95%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
249
427
$15K ﹤0.01%
285
428
$15K ﹤0.01%
1,800
429
$15K ﹤0.01%
410
-150
430
$15K ﹤0.01%
127
431
$15K ﹤0.01%
200
432
$15K ﹤0.01%
710
433
$15K ﹤0.01%
504
434
$15K ﹤0.01%
252
+167
435
$15K ﹤0.01%
231
+141
436
$15K ﹤0.01%
389
437
$15K ﹤0.01%
224
-50
438
$15K ﹤0.01%
953
-953
439
$15K ﹤0.01%
261
440
$14K ﹤0.01%
350
-80
441
$14K ﹤0.01%
256
+171
442
$14K ﹤0.01%
120
+45
443
$14K ﹤0.01%
200
444
$14K ﹤0.01%
332
445
$14K ﹤0.01%
436
-91
446
$14K ﹤0.01%
908
447
$14K ﹤0.01%
95
448
$14K ﹤0.01%
1,012
449
$14K ﹤0.01%
428
450
$14K ﹤0.01%
466
16 17
18
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