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
501
$24.5K ﹤0.01%
60
+5
502
$24.4K ﹤0.01%
434
503
$24.3K ﹤0.01%
+2,333
504
$24.1K ﹤0.01%
91
505
$24.1K ﹤0.01%
383
-300
506
$23.9K ﹤0.01%
127
+4
507
$23.7K ﹤0.01%
97
508
$23.5K ﹤0.01%
534
509
$23.4K ﹤0.01%
383
510
$23.2K ﹤0.01%
351
511
$23.1K ﹤0.01%
16
512
$23.1K ﹤0.01%
+224
513
$22.5K ﹤0.01%
460
514
$22.3K ﹤0.01%
106
515
$22.3K ﹤0.01%
+625
516
$22.3K ﹤0.01%
699
517
$22K ﹤0.01%
1,333
518
$21.6K ﹤0.01%
153
519
$21.6K ﹤0.01%
206
-155
520
$21.4K ﹤0.01%
372
521
$21.4K ﹤0.01%
34
522
$21.2K ﹤0.01%
300
523
$21.1K ﹤0.01%
61
+12
524
$20.9K ﹤0.01%
585
+80
525
$20.6K ﹤0.01%
+1,065