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
576
$15.6K ﹤0.01%
299
577
$15.5K ﹤0.01%
+346
578
$15.5K ﹤0.01%
258
579
$15.5K ﹤0.01%
485
+6
580
$15.4K ﹤0.01%
73
581
$15.3K ﹤0.01%
112
582
$15.3K ﹤0.01%
+194
583
$15.1K ﹤0.01%
170
584
$15.1K ﹤0.01%
320
585
$14.7K ﹤0.01%
68
586
$14.5K ﹤0.01%
43
587
$14.4K ﹤0.01%
539
-2,231
588
$14.4K ﹤0.01%
99
589
$14.1K ﹤0.01%
170
590
$14.1K ﹤0.01%
77
591
$14.1K ﹤0.01%
357
+62
592
$14K ﹤0.01%
400
593
$13.9K ﹤0.01%
59
594
$13.9K ﹤0.01%
+1,000
595
$13.9K ﹤0.01%
139
-2
596
$13.5K ﹤0.01%
56
597
$13.5K ﹤0.01%
450
598
$13.5K ﹤0.01%
228
599
$13.4K ﹤0.01%
244
600
$13.3K ﹤0.01%
175
-100
22 23
24
25 26