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
$861M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$3.72M
3 +$3M
4
ITW icon
Illinois Tool Works
ITW
+$2.25M
5
HD icon
Home Depot
HD
+$1.47M

Top Sells

1 +$5.2M
2 +$2.38M
3 +$2.17M
4
NNI icon
Nelnet
NNI
+$1.09M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.05M

Sector Composition

1 Financials 17.13%
2 Healthcare 13.32%
3 Technology 11.53%
4 Consumer Staples 9.68%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$6K ﹤0.01%
+96
552
$6K ﹤0.01%
+104
553
$6K ﹤0.01%
1,388
+90
554
$6K ﹤0.01%
20
555
$6K ﹤0.01%
+211
556
$6K ﹤0.01%
375
-400
557
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+385
558
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70
559
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105
-591
560
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+165
561
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+404
562
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669
563
$6K ﹤0.01%
+154
564
$6K ﹤0.01%
+456
565
$6K ﹤0.01%
+300
566
$6K ﹤0.01%
+226
567
$6K ﹤0.01%
+197
568
$6K ﹤0.01%
140
569
$6K ﹤0.01%
+106
570
$5K ﹤0.01%
98
571
$5K ﹤0.01%
+120
572
$5K ﹤0.01%
44
573
$5K ﹤0.01%
+83
574
$5K ﹤0.01%
+75
575
$5K ﹤0.01%
138