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
451
$19K ﹤0.01%
407
452
$18K ﹤0.01%
105
-16
453
$18K ﹤0.01%
430
454
$18K ﹤0.01%
410
455
$18K ﹤0.01%
560
+120
456
$17K ﹤0.01%
358
457
$17K ﹤0.01%
270
-217
458
$17K ﹤0.01%
458
459
$17K ﹤0.01%
595
460
$17K ﹤0.01%
271
461
$17K ﹤0.01%
221
-12
462
$17K ﹤0.01%
200
463
$17K ﹤0.01%
300
464
$16K ﹤0.01%
121
465
$16K ﹤0.01%
1,184
+20
466
$16K ﹤0.01%
344
467
$16K ﹤0.01%
162
468
$16K ﹤0.01%
221
469
$16K ﹤0.01%
190
-1,000
470
$16K ﹤0.01%
367
471
$16K ﹤0.01%
152
472
$16K ﹤0.01%
470
473
$16K ﹤0.01%
120
+6
474
$15K ﹤0.01%
176
475
$15K ﹤0.01%
142
17 18
19
20 21