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
576
$10K ﹤0.01%
176
577
$10K ﹤0.01%
413
578
$10K ﹤0.01%
287
+71
579
$10K ﹤0.01%
385
580
$10K ﹤0.01%
+610
581
$10K ﹤0.01%
365
582
$10K ﹤0.01%
61
583
$10K ﹤0.01%
225
584
$10K ﹤0.01%
315
585
$10K ﹤0.01%
738
+395
586
$10K ﹤0.01%
175
587
$10K ﹤0.01%
42
588
$10K ﹤0.01%
295
589
$10K ﹤0.01%
309
590
$10K ﹤0.01%
239
-67
591
$10K ﹤0.01%
227
592
$10K ﹤0.01%
2,314
593
$10K ﹤0.01%
66
594
$9K ﹤0.01%
193
-100
595
$9K ﹤0.01%
246
596
$9K ﹤0.01%
226
597
$9K ﹤0.01%
60
598
$9K ﹤0.01%
164
+10
599
$9K ﹤0.01%
61
600
$9K ﹤0.01%
31
+1
22 23
24
25 26