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
426
$22K ﹤0.01%
157
427
$22K ﹤0.01%
182
+5
428
$22K ﹤0.01%
1,755
429
$22K ﹤0.01%
359
-175
430
$22K ﹤0.01%
409
-204
431
$22K ﹤0.01%
146
432
$21K ﹤0.01%
912
433
$21K ﹤0.01%
3,415
434
$21K ﹤0.01%
710
435
$21K ﹤0.01%
225
436
$21K ﹤0.01%
436
437
$20K ﹤0.01%
1,525
-1,298
438
$20K ﹤0.01%
274
439
$20K ﹤0.01%
99
440
$20K ﹤0.01%
105
-20
441
$19K ﹤0.01%
1,390
442
$19K ﹤0.01%
+400
443
$19K ﹤0.01%
80
444
$19K ﹤0.01%
179
-12
445
$19K ﹤0.01%
106
446
$19K ﹤0.01%
+880
447
$19K ﹤0.01%
203
-45
448
$19K ﹤0.01%
123
449
$19K ﹤0.01%
121
450
$19K ﹤0.01%
+850
16 17
18
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