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
$1.33B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$3.68M
3 +$3.06M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M
5
SYF icon
Synchrony
SYF
+$1.66M

Top Sells

1 +$4.73M
2 +$2.32M
3 +$2.26M
4
BIVV
Bioverativ Inc. Common Stock
BIVV
+$1.74M
5
UNH icon
UnitedHealth
UNH
+$1.49M

Sector Composition

1 Financials 19.85%
2 Healthcare 13.03%
3 Technology 11.94%
4 Industrials 8.39%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$21K ﹤0.01%
1,277
427
$21K ﹤0.01%
98
428
$20K ﹤0.01%
1,067
-674
429
$20K ﹤0.01%
550
430
$20K ﹤0.01%
257
431
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186
432
$20K ﹤0.01%
57
+2
433
$20K ﹤0.01%
+1,500
434
$19K ﹤0.01%
285
435
$19K ﹤0.01%
589
+515
436
$19K ﹤0.01%
100
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$19K ﹤0.01%
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154
439
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$18K ﹤0.01%
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441
$18K ﹤0.01%
232
442
$17K ﹤0.01%
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$17K ﹤0.01%
206
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$17K ﹤0.01%
422
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$17K ﹤0.01%
377
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$17K ﹤0.01%
138
447
$17K ﹤0.01%
249
448
$17K ﹤0.01%
300
449
$16K ﹤0.01%
300
450
$16K ﹤0.01%
75