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
26
$29.6M 0.84%
134,693
-15,498
27
$29.1M 0.83%
157,108
-11,943
28
$25.2M 0.71%
31,626
+147
29
$25.1M 0.71%
89,943
-11,968
30
$23.8M 0.68%
181,507
-8,150
31
$23.4M 0.66%
166,277
-14,744
32
$23.3M 0.66%
173,634
-183
33
$23M 0.65%
67,430
-4,891
34
$22.7M 0.64%
37,115
+102
35
$21.4M 0.61%
61,930
-3,823
36
$21.3M 0.6%
138,611
-6,300
37
$20.7M 0.59%
302,794
-10,455
38
$20.7M 0.59%
68,005
-2,814
39
$19.9M 0.56%
386,102
-22,509
40
$19.6M 0.55%
84,543
-2,050
41
$19.5M 0.55%
71,617
-2,608
42
$19.4M 0.55%
116,139
-361
43
$19.2M 0.55%
81,407
-2,894
44
$18.9M 0.54%
121,778
+1,922
45
$18.9M 0.53%
102,616
-1,252
46
$18.8M 0.53%
249,736
-17,038
47
$18.5M 0.52%
90,643
-5,410
48
$17.8M 0.5%
83,693
-2,091
49
$17.7M 0.5%
73,032
+58
50
$17.5M 0.5%
35,101
-3,191
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