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
451
$14K ﹤0.01%
250
452
$13K ﹤0.01%
300
453
$13K ﹤0.01%
99
454
$13K ﹤0.01%
398
455
$13K ﹤0.01%
150
456
$13K ﹤0.01%
540
-120
457
$13K ﹤0.01%
380
458
$13K ﹤0.01%
283
459
$13K ﹤0.01%
1,860
-480
460
$13K ﹤0.01%
188
+61
461
$13K ﹤0.01%
+100
462
$12K ﹤0.01%
375
463
$12K ﹤0.01%
308
464
$12K ﹤0.01%
523
-105
465
$12K ﹤0.01%
258
466
$12K ﹤0.01%
100
467
$12K ﹤0.01%
209
468
$12K ﹤0.01%
500
-1,000
469
$12K ﹤0.01%
372
+70
470
$12K ﹤0.01%
365
471
$12K ﹤0.01%
426
-32
472
$12K ﹤0.01%
1,920
473
$12K ﹤0.01%
214
-42
474
$12K ﹤0.01%
+876
475
$12K ﹤0.01%
126
17 18
19
20 21