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
651
$8K ﹤0.01%
300
+100
652
$8K ﹤0.01%
+37
653
$8K ﹤0.01%
114
654
$8K ﹤0.01%
115
655
$8K ﹤0.01%
290
656
$8K ﹤0.01%
72
657
$8K ﹤0.01%
49
658
$8K ﹤0.01%
125
659
$8K ﹤0.01%
274
+32
660
$8K ﹤0.01%
96
661
$7K ﹤0.01%
358
662
$7K ﹤0.01%
96
663
$7K ﹤0.01%
85
+5
664
$7K ﹤0.01%
183
665
$7K ﹤0.01%
107
666
$7K ﹤0.01%
57
667
$7K ﹤0.01%
+85
668
$7K ﹤0.01%
137
-55
669
$7K ﹤0.01%
174
670
$7K ﹤0.01%
414
+174
671
$7K ﹤0.01%
240
+10
672
$7K ﹤0.01%
63
673
$7K ﹤0.01%
65
674
$7K ﹤0.01%
76
675
$7K ﹤0.01%
345
25 26
27
28 29