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
$2.23B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.18M
3 +$4.14M
4
BND icon
Vanguard Total Bond Market
BND
+$3.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M

Top Sells

1 +$3.03M
2 +$2.02M
3 +$1.66M
4
T icon
AT&T
T
+$1.49M
5
GIS icon
General Mills
GIS
+$1.37M

Sector Composition

1 Financials 16.4%
2 Technology 13.39%
3 Healthcare 11%
4 Industrials 9.4%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$9K ﹤0.01%
+119
702
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38
703
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+45
704
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652
705
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107
706
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360
+20
707
$8K ﹤0.01%
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708
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710
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158
712
$8K ﹤0.01%
+60
713
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97
+9
714
$8K ﹤0.01%
59
715
$8K ﹤0.01%
156
716
$8K ﹤0.01%
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717
$8K ﹤0.01%
72
718
$7K ﹤0.01%
124
+55
719
$7K ﹤0.01%
52
720
$7K ﹤0.01%
68
721
$7K ﹤0.01%
+762
722
$7K ﹤0.01%
228
+72
723
$7K ﹤0.01%
167
724
$7K ﹤0.01%
55
725
$7K ﹤0.01%
295