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
$1.56B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$3.6M
3 +$3.4M
4
DAL icon
Delta Air Lines
DAL
+$2.73M
5
BND icon
Vanguard Total Bond Market
BND
+$2.72M

Top Sells

1 +$6.55M
2 +$3.54M
3 +$2.89M
4
BMS
Bemis
BMS
+$2.55M
5
WFC icon
Wells Fargo
WFC
+$1.82M

Sector Composition

1 Financials 18.01%
2 Healthcare 12.45%
3 Technology 12.16%
4 Industrials 9.04%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$3K ﹤0.01%
174
+3
802
$3K ﹤0.01%
74
+2
803
$3K ﹤0.01%
155
+33
804
$3K ﹤0.01%
6
805
$3K ﹤0.01%
221
+8
806
$3K ﹤0.01%
79
+2
807
$3K ﹤0.01%
58
+6
808
$3K ﹤0.01%
23
+1
809
$3K ﹤0.01%
105
-363
810
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80
+1
811
$3K ﹤0.01%
37
+5
812
$3K ﹤0.01%
+66
813
$3K ﹤0.01%
69
+2
814
$3K ﹤0.01%
54
815
$3K ﹤0.01%
167
+13
816
$3K ﹤0.01%
49
+10
817
$3K ﹤0.01%
147
818
$3K ﹤0.01%
108
+2
819
$2K ﹤0.01%
65
820
$2K ﹤0.01%
84
+1
821
$2K ﹤0.01%
160
822
$2K ﹤0.01%
50
+1
823
$2K ﹤0.01%
71
+5
824
$2K ﹤0.01%
49
+1
825
$2K ﹤0.01%
+35