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
626
$11.6K ﹤0.01%
29
627
$11.6K ﹤0.01%
96
-700
628
$11.4K ﹤0.01%
100
629
$11.4K ﹤0.01%
435
630
$11.1K ﹤0.01%
640
-67,700
631
$11.1K ﹤0.01%
107
-50
632
$11.1K ﹤0.01%
300
633
$11.1K ﹤0.01%
281
634
$11K ﹤0.01%
+500
635
$10.9K ﹤0.01%
272
+2
636
$10.9K ﹤0.01%
+215
637
$10.8K ﹤0.01%
247
638
$10.7K ﹤0.01%
76
639
$10.6K ﹤0.01%
360
640
$10.4K ﹤0.01%
649
641
$10.3K ﹤0.01%
+115
642
$10.2K ﹤0.01%
+175
643
$10.2K ﹤0.01%
91
644
$10.2K ﹤0.01%
76
645
$10.1K ﹤0.01%
99
646
$10.1K ﹤0.01%
48
647
$10K ﹤0.01%
188
648
$10K ﹤0.01%
+198
649
$10K ﹤0.01%
50
-9
650
$9.98K ﹤0.01%
+1,000
24 25
26
27 28