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
76
$7.64M 0.47%
82,790
77
$7.54M 0.46%
67,657
-5
78
$7.43M 0.46%
115,834
+2,882
79
$7.28M 0.45%
40,512
-125
80
$7.23M 0.44%
64,150
-72,908
81
$7.17M 0.44%
100,458
+5,633
82
$6.9M 0.42%
218,370
+10,030
83
$6.82M 0.42%
25,712
+307
84
$6.78M 0.42%
39,368
-5,469
85
$6.76M 0.41%
101,100
-9,620
86
$6.67M 0.41%
120,433
-558
87
$6.57M 0.4%
74,204
-4,198
88
$6.35M 0.39%
49,560
-581
89
$6.32M 0.39%
48,111
-145
90
$6.23M 0.38%
25,854
+5
91
$6.15M 0.38%
44,728
-50
92
$6.09M 0.37%
41,317
+78
93
$5.91M 0.36%
35,676
+7,005
94
$5.85M 0.36%
35,138
+2,865
95
$5.85M 0.36%
75,216
-7,164
96
$5.71M 0.35%
53,798
-1,990
97
$5.66M 0.35%
48,948
-4,304
98
$5.56M 0.34%
43,386
-2,359
99
$5.53M 0.34%
86,444
+4,780
100
$5.38M 0.33%
91,923
+7,174
2 3
4
5 6