FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$45K ﹤0.01%
323
452
$45K ﹤0.01%
139
+3
453
$44.9K ﹤0.01%
+690
454
$44.6K ﹤0.01%
172
455
$43.9K ﹤0.01%
130
456
$43.8K ﹤0.01%
1,516
+886
457
$43.6K ﹤0.01%
337
+240
458
$42.7K ﹤0.01%
199
459
$42.7K ﹤0.01%
486
460
$42.3K ﹤0.01%
102
-6
461
$41.8K ﹤0.01%
465
-91
462
$41.8K ﹤0.01%
137
-370
463
$41.6K ﹤0.01%
495
+40
464
$40.8K ﹤0.01%
2,000
-1,000
465
$40.3K ﹤0.01%
500
466
$40.1K ﹤0.01%
416
+16
467
$39.9K ﹤0.01%
483
-5
468
$39.9K ﹤0.01%
175
469
$39K ﹤0.01%
293
470
$38.7K ﹤0.01%
106
471
$38.3K ﹤0.01%
60
472
$38.3K ﹤0.01%
2,250
473
$38K ﹤0.01%
592
474
$37.9K ﹤0.01%
188
-1
475
$37.9K ﹤0.01%
566
17 18
19
20 21