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
$750M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.47M
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$625K
5
ATI icon
ATI
ATI
+$585K

Top Sells

1
+$1.66M
2
+$835K
3
+$691K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$529K
5
DTV
DIRECTV COM STK (DE)
DTV
+$510K

Sector Composition

1 Financials 17.57%
2 Healthcare 12.85%
3 Technology 12.11%
4 Energy 8.95%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
43
627
$3K ﹤0.01%
+92
628
$3K ﹤0.01%
100
-81
629
$3K ﹤0.01%
193
630
$2K ﹤0.01%
29
-700
631
$2K ﹤0.01%
26
632
$2K ﹤0.01%
5
633
$2K ﹤0.01%
90
634
$2K ﹤0.01%
+74
635
$1K ﹤0.01%
22
636
$1K ﹤0.01%
11
+3
637
$1K ﹤0.01%
100
638
$1K ﹤0.01%
33
639
$1K ﹤0.01%
40
640
$1K ﹤0.01%
18
-3,311
641
$1K ﹤0.01%
20
642
$1K ﹤0.01%
230
643
$1K ﹤0.01%
50
-600
644
$1K ﹤0.01%
22
645
$1K ﹤0.01%
+23
646
$1K ﹤0.01%
19
647
$1K ﹤0.01%
31
648
$1K ﹤0.01%
20
-200
649
$1K ﹤0.01%
+30
650
$1K ﹤0.01%
26
24 25
26
27 28