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
$1.32B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$5.04M
3
+$2.54M
4
GIS icon
General Mills
GIS
+$2.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91M

Top Sells

1
+$9.36M
2
+$3.64M
3
+$1.99M
4
JNPR
Juniper Networks
JNPR
+$1.58M
5
AMP icon
Ameriprise Financial
AMP
+$1.46M

Sector Composition

1 Financials 18.1%
2 Healthcare 14.25%
3 Technology 11.92%
4 Industrials 8.37%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.93M 0.45%
79,404
+15,000
77
$5.93M 0.45%
68,875
+4,220
78
$5.87M 0.45%
84,768
79
$5.85M 0.44%
112,499
+4,348
80
$5.73M 0.44%
120,973
+759
81
$5.71M 0.43%
110,300
-20
82
$5.69M 0.43%
18,911
-42
83
$5.64M 0.43%
25,648
-388
84
$5.59M 0.42%
48,278
-300
85
$5.4M 0.41%
75,511
+9,000
86
$5.29M 0.4%
86,574
+473
87
$5.23M 0.4%
45,927
-60
88
$5.16M 0.39%
53,784
+830
89
$5.14M 0.39%
47,325
-5,031
90
$5.13M 0.39%
38,399
-1,048
91
$5.09M 0.39%
29,622
92
$5.06M 0.38%
25,976
+996
93
$5.04M 0.38%
+198,110
94
$4.91M 0.37%
38,787
+713
95
$4.83M 0.37%
12,285
-39
96
$4.79M 0.36%
122,975
+57,628
97
$4.73M 0.36%
70,628
+917
98
$4.62M 0.35%
81,626
99
$4.49M 0.34%
20,500
+4,500
100
$4.32M 0.33%
83,402
-500
2 3
4
5 6