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
$2.43B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.78M
3
+$6.13M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.89M
5
WCC icon
WESCO International
WCC
+$1.58M

Top Sells

1
+$4.4M
2
+$4.14M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$3.28M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.91M

Sector Composition

1 Financials 15.4%
2 Technology 12.35%
3 Healthcare 11.33%
4 Industrials 8.59%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$42.9K ﹤0.01%
487
-18
427
$42.9K ﹤0.01%
1,089
-131
428
$42.7K ﹤0.01%
1,690
-464
429
$42.7K ﹤0.01%
285
-316
430
$42.7K ﹤0.01%
1,326
431
$42.3K ﹤0.01%
819
432
$42K ﹤0.01%
1,566
433
$41.7K ﹤0.01%
168
434
$41.3K ﹤0.01%
835
435
$40.6K ﹤0.01%
577
436
$40K ﹤0.01%
106
+6
437
$39.6K ﹤0.01%
2,449
-2,832
438
$39.3K ﹤0.01%
642
-22
439
$38.6K ﹤0.01%
968
440
$38K ﹤0.01%
370
441
$37.7K ﹤0.01%
1,149
442
$37.7K ﹤0.01%
+633
443
$37.4K ﹤0.01%
354
+310
444
$37K ﹤0.01%
3,146
445
$36.9K ﹤0.01%
1,160
-5,000
446
$36.5K ﹤0.01%
582
+205
447
$36.2K ﹤0.01%
572
448
$36K ﹤0.01%
747
449
$35.9K ﹤0.01%
129
450
$35.8K ﹤0.01%
340
-313
16 17
18
19 20