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
526
$12K ﹤0.01%
157
527
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41
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$11K ﹤0.01%
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38
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531
$11K ﹤0.01%
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532
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+3
533
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534
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$11K ﹤0.01%
412
536
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50
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538
$11K ﹤0.01%
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539
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540
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541
$11K ﹤0.01%
358
542
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$11K ﹤0.01%
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+150
545
$11K ﹤0.01%
645
546
$11K ﹤0.01%
267
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548
$11K ﹤0.01%
81
549
$11K ﹤0.01%
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550
$11K ﹤0.01%
43
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