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
626
$9K ﹤0.01%
191
627
$8K ﹤0.01%
130
628
$8K ﹤0.01%
309
-30
629
$8K ﹤0.01%
114
630
$8K ﹤0.01%
300
+55
631
$8K ﹤0.01%
109
632
$8K ﹤0.01%
100
633
$8K ﹤0.01%
63
-190
634
$8K ﹤0.01%
72
635
$8K ﹤0.01%
128
636
$8K ﹤0.01%
176
637
$8K ﹤0.01%
59
638
$8K ﹤0.01%
+270
639
$8K ﹤0.01%
+400
640
$8K ﹤0.01%
88
+5
641
$8K ﹤0.01%
98
642
$8K ﹤0.01%
647
643
$8K ﹤0.01%
1,221
644
$8K ﹤0.01%
140
645
$8K ﹤0.01%
117
646
$8K ﹤0.01%
30
647
$8K ﹤0.01%
+300
648
$8K ﹤0.01%
124
649
$8K ﹤0.01%
2
650
$8K ﹤0.01%
151
24 25
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