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
$3.62B
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,788
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$5.2M
3 +$5.06M
4
MSFT icon
Microsoft
MSFT
+$4.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.27M

Top Sells

1 +$1.67M
2 +$1.43M
3 +$1.03M
4
WCC
WESCO International
WCC
+$878K
5
WFC icon
Wells Fargo
WFC
+$580K

Sector Composition

1 Technology 17.39%
2 Financials 13.14%
3 Industrials 7.95%
4 Healthcare 7.23%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESS icon
751
Essex Property Trust
ESS
$17.5B
$10.6K ﹤0.01%
44
HL icon
752
Hecla Mining
HL
$11.9B
$10.6K ﹤0.01%
570
+20
MEDP icon
753
Medpace
MEDP
$12.8B
$10.6K ﹤0.01%
22
HMC icon
754
Honda
HMC
$35B
$10.6K ﹤0.01%
434
+25
MLI icon
755
Mueller Industries
MLI
$14.2B
$10.5K ﹤0.01%
95
OZK icon
756
Bank OZK
OZK
$5.28B
$10.5K ﹤0.01%
228
IP icon
757
International Paper
IP
$17.7B
$10.5K ﹤0.01%
293
ELS icon
758
Equity Lifestyle Properties
ELS
$12B
$10.4K ﹤0.01%
167
+5
WBS icon
759
Webster Financial
WBS
$11.8B
$10.4K ﹤0.01%
150
FNF icon
760
Fidelity National Financial
FNF
$12.7B
$10.3K ﹤0.01%
221
IEX icon
761
IDEX
IEX
$15.6B
$10.2K ﹤0.01%
54
UNM icon
762
Unum
UNM
$13.3B
$10.2K ﹤0.01%
140
INVH icon
763
Invitation Homes
INVH
$17.4B
$10.2K ﹤0.01%
411
JAZZ icon
764
Jazz Pharmaceuticals
JAZZ
$14.8B
$10.2K ﹤0.01%
54
HST icon
765
Host Hotels & Resorts
HST
$15.7B
$10.2K ﹤0.01%
530
SNX icon
766
TD Synnex
SNX
$21B
$10.1K ﹤0.01%
60
EXEL icon
767
Exelixis
EXEL
$12.7B
$10.1K ﹤0.01%
235
PODD icon
768
Insulet
PODD
$10B
$10.1K ﹤0.01%
48
WTRG icon
769
Essential Utilities
WTRG
$10.5B
$10.1K ﹤0.01%
250
+10
ELAN icon
770
Elanco Animal Health
ELAN
$11.9B
$10.1K ﹤0.01%
420
BWA icon
771
BorgWarner
BWA
$14.7B
$10K ﹤0.01%
185
-30
IBIT icon
772
iShares Bitcoin Trust
IBIT
$59.2B
$10K ﹤0.01%
+261
CCK icon
773
Crown Holdings
CCK
$10.6B
$10K ﹤0.01%
100
FHN icon
774
First Horizon
FHN
$11.5B
$10K ﹤0.01%
440
-25
LAMR icon
775
Lamar Advertising Co
LAMR
$15.5B
$10K ﹤0.01%
79