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
$1.13B
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.87M
3
+$3.91M
4
AGN
Allergan plc
AGN
+$3.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.94M

Top Sells

1
+$11.9M
2
+$4.27M
3
+$2.66M
4
GIS icon
General Mills
GIS
+$2.22M
5
HAR
Harman International Industries
HAR
+$2.05M

Sector Composition

1 Financials 19.83%
2 Healthcare 13.92%
3 Technology 10.68%
4 Industrials 8.31%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
71
677
$2K ﹤0.01%
67
678
$2K ﹤0.01%
84
679
$2K ﹤0.01%
20
680
$2K ﹤0.01%
+102
681
$2K ﹤0.01%
60
682
$2K ﹤0.01%
36
683
$2K ﹤0.01%
101
684
$2K ﹤0.01%
+40
685
$2K ﹤0.01%
93
686
$2K ﹤0.01%
104
687
$2K ﹤0.01%
49
688
$2K ﹤0.01%
50
689
$2K ﹤0.01%
70
690
$2K ﹤0.01%
49
691
$2K ﹤0.01%
29
692
$2K ﹤0.01%
19
693
$2K ﹤0.01%
20
694
$2K ﹤0.01%
15
695
$2K ﹤0.01%
46
-112
696
$2K ﹤0.01%
69
-140
697
$2K ﹤0.01%
41
698
$2K ﹤0.01%
150
-3,500
699
$2K ﹤0.01%
44
700
$2K ﹤0.01%
400
26 27
28
29 30