FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.16M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$9.26M
2
+$6.98M
3
+$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$15.1K ﹤0.01%
206
627
$15.1K ﹤0.01%
346
628
$15K ﹤0.01%
305
629
$15K ﹤0.01%
539
630
$15K ﹤0.01%
275
631
$14.8K ﹤0.01%
73
632
$14.8K ﹤0.01%
48
633
$14.8K ﹤0.01%
53
634
$14.8K ﹤0.01%
201
635
$14.8K ﹤0.01%
228
636
$14.8K ﹤0.01%
80
+5
637
$14.7K ﹤0.01%
49
-1
638
$14.7K ﹤0.01%
427
639
$14.6K ﹤0.01%
34
640
$14.6K ﹤0.01%
190
+10
641
$14.5K ﹤0.01%
360
642
$14.4K ﹤0.01%
300
-300
643
$14.3K ﹤0.01%
618
-189
644
$14.3K ﹤0.01%
137
+7
645
$14.2K ﹤0.01%
54
646
$14.2K ﹤0.01%
155
+75
647
$14.1K ﹤0.01%
100
+50
648
$14.1K ﹤0.01%
27
649
$14.1K ﹤0.01%
143
-108
650
$14.1K ﹤0.01%
255
-5
24 25
26
27 28