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
426
$21K ﹤0.01%
170
427
$20K ﹤0.01%
595
428
$20K ﹤0.01%
75
429
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237
+12
430
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225
431
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1,125
432
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157
+1
433
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125
434
$20K ﹤0.01%
1,390
+18
435
$19K ﹤0.01%
614
+19
436
$19K ﹤0.01%
137
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437
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102
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$19K ﹤0.01%
271
439
$19K ﹤0.01%
+200
440
$18K ﹤0.01%
221
441
$18K ﹤0.01%
430
+30
442
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117
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443
$18K ﹤0.01%
99
444
$18K ﹤0.01%
300
445
$17K ﹤0.01%
407
446
$17K ﹤0.01%
912
+28
447
$17K ﹤0.01%
106
448
$17K ﹤0.01%
1,400
449
$17K ﹤0.01%
2,314
450
$16K ﹤0.01%
358