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
651
$14K ﹤0.01%
166
652
$14K ﹤0.01%
132
-3
653
$13.9K ﹤0.01%
129
+8
654
$13.8K ﹤0.01%
32
655
$13.7K ﹤0.01%
590
656
$13.7K ﹤0.01%
145
657
$13.6K ﹤0.01%
160
-5
658
$13.5K ﹤0.01%
76
659
$13.5K ﹤0.01%
160
+7
660
$13.5K ﹤0.01%
53
+3
661
$13.5K ﹤0.01%
200
662
$13.4K ﹤0.01%
221
+12
663
$13.3K ﹤0.01%
151
664
$13.3K ﹤0.01%
41
665
$13.2K ﹤0.01%
500
666
$13.2K ﹤0.01%
112
+5
667
$13.2K ﹤0.01%
47
+2
668
$13.1K ﹤0.01%
541
-196
669
$13.1K ﹤0.01%
160
670
$13K ﹤0.01%
50
671
$13K ﹤0.01%
122
+4
672
$12.9K ﹤0.01%
158
673
$12.9K ﹤0.01%
278
+5
674
$12.9K ﹤0.01%
51
675
$12.9K ﹤0.01%
59
-11
25 26
27
28 29