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
$1.32B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$5.04M
3
+$2.54M
4
GIS icon
General Mills
GIS
+$2.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91M

Top Sells

1
+$9.36M
2
+$3.64M
3
+$1.99M
4
JNPR
Juniper Networks
JNPR
+$1.58M
5
AMP icon
Ameriprise Financial
AMP
+$1.46M

Sector Composition

1 Financials 18.1%
2 Healthcare 14.25%
3 Technology 11.92%
4 Industrials 8.37%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.19M 0.62%
263,640
-12,971
52
$8.09M 0.61%
142,199
-1,847
53
$8.08M 0.61%
97,120
+2,000
54
$7.88M 0.6%
50,282
-300
55
$7.83M 0.59%
149,820
-1,140
56
$7.82M 0.59%
29,337
57
$7.73M 0.59%
86,892
58
$7.61M 0.58%
113,233
-72
59
$7.25M 0.55%
95,886
+6,994
60
$7.2M 0.55%
97,953
61
$7.07M 0.54%
155,121
-2,923
62
$6.84M 0.52%
52,170
+10,560
63
$6.84M 0.52%
42,932
-484
64
$6.78M 0.51%
74,152
-452
65
$6.62M 0.5%
165,434
+595
66
$6.59M 0.5%
61,068
+1,798
67
$6.49M 0.49%
320,484
+16,000
68
$6.45M 0.49%
149,849
+33,148
69
$6.38M 0.48%
295,797
+7,732
70
$6.24M 0.47%
152,054
+15,059
71
$6.22M 0.47%
83,854
72
$6.18M 0.47%
103,511
+7,333
73
$6.01M 0.46%
84,777
+1,384
74
$5.99M 0.46%
124,160
+568
75
$5.96M 0.45%
46,140
-303
1 2
3
4 5