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
$1.63B
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.9M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.31M

Top Sells

1
+$8.21M
2
+$5.81M
3
+$3.81M
4
MSFT icon
Microsoft
MSFT
+$3.39M
5
LOW icon
Lowe's Companies
LOW
+$2.22M

Sector Composition

1 Financials 17.15%
2 Technology 12.48%
3 Healthcare 12.41%
4 Industrials 9.02%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
221
752
$5K ﹤0.01%
90
753
$5K ﹤0.01%
44
754
$5K ﹤0.01%
974
755
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180
756
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201
+15
757
$5K ﹤0.01%
154
758
$5K ﹤0.01%
226
759
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309
760
$5K ﹤0.01%
120
+5
761
$5K ﹤0.01%
45
+2
762
$5K ﹤0.01%
53
763
$5K ﹤0.01%
707
764
$5K ﹤0.01%
31
765
$5K ﹤0.01%
31
766
$5K ﹤0.01%
39
767
$5K ﹤0.01%
100
768
$5K ﹤0.01%
431
769
$5K ﹤0.01%
82
770
$5K ﹤0.01%
31
771
$5K ﹤0.01%
120
772
$4K ﹤0.01%
111
773
$4K ﹤0.01%
205
774
$4K ﹤0.01%
85
775
$4K ﹤0.01%
31
29 30
31
32 33