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
$1.47B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1 +$3.07M
2 +$2.21M
3 +$2.2M
4
CVS icon
CVS Health
CVS
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.03M

Top Sells

1 +$1.91M
2 +$1.45M
3 +$1.1M
4
TGT icon
Target
TGT
+$905K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$822K

Sector Composition

1 Financials 18.93%
2 Healthcare 13.56%
3 Technology 12.46%
4 Industrials 8.86%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
141
+55
652
$7K ﹤0.01%
+31
653
$7K ﹤0.01%
852
654
$7K ﹤0.01%
160
655
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+235
656
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100
657
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658
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296
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659
$7K ﹤0.01%
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660
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30
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665
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666
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669
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24
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47
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29
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673
$6K ﹤0.01%
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675
$6K ﹤0.01%
37
+4