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
$750M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.47M
3
+$668K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$625K
5
ATI icon
ATI
ATI
+$585K

Top Sells

1
+$1.66M
2
+$835K
3
+$691K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$529K
5
DTV
DIRECTV COM STK (DE)
DTV
+$510K

Sector Composition

1 Financials 17.57%
2 Healthcare 12.85%
3 Technology 12.11%
4 Energy 8.95%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.46%
73,015
+2,800
77
$3.42M 0.46%
77,544
+7,257
78
$3.4M 0.45%
83,129
+2,305
79
$3.4M 0.45%
137,050
80
$3.3M 0.44%
98,731
+420
81
$3.24M 0.43%
103,976
+2,320
82
$3.22M 0.43%
52,400
83
$3.21M 0.43%
81,821
-400
84
$3.2M 0.43%
39,435
-699
85
$3.12M 0.42%
80,049
+11,842
86
$3.08M 0.41%
51,847
87
$3.05M 0.41%
51,000
+1,000
88
$3.03M 0.4%
67,220
+12,978
89
$2.83M 0.38%
24,011
+4,606
90
$2.79M 0.37%
23,865
-2,438
91
$2.78M 0.37%
20,935
92
$2.78M 0.37%
32,048
-77
93
$2.77M 0.37%
56,199
+2,000
94
$2.76M 0.37%
15,939
-648
95
$2.72M 0.36%
117,817
-21,863
96
$2.64M 0.35%
93,866
-5,445
97
$2.62M 0.35%
72,258
+630
98
$2.61M 0.35%
64,127
99
$2.6M 0.35%
62,692
+1,036
100
$2.6M 0.35%
71,270
+571
2 3
4
5 6