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
776
$4K ﹤0.01%
+50
777
$4K ﹤0.01%
34
778
$4K ﹤0.01%
179
779
$4K ﹤0.01%
135
+7
780
$4K ﹤0.01%
214
781
$4K ﹤0.01%
75
782
$4K ﹤0.01%
74
783
$4K ﹤0.01%
100
784
$4K ﹤0.01%
202
785
$4K ﹤0.01%
1,021
786
$4K ﹤0.01%
221
787
$4K ﹤0.01%
58
788
$4K ﹤0.01%
+170
789
$4K ﹤0.01%
130
790
$4K ﹤0.01%
143
791
$4K ﹤0.01%
54
792
$4K ﹤0.01%
108
-50
793
$4K ﹤0.01%
60
794
$4K ﹤0.01%
+450
795
$4K ﹤0.01%
21
796
$4K ﹤0.01%
81
797
$4K ﹤0.01%
108
798
$3K ﹤0.01%
65
799
$3K ﹤0.01%
131
800
$3K ﹤0.01%
29
30 31
32
33 34