FMII
Farmers & Merchants Investments Inc Portfolio holdings
AUM $3.43B
1-Year Return
15.33%
This Quarter Return
+8.46%
1 Year Return
+15.33%
3 Year Return
+55.87%
5 Year Return
+107.22%
10 Year Return
+222.9%
AUM
$2.96B
AUM Growth
+$220M
(+8%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
1,780
New
26
Increased
107
Reduced
279
Closed
40
Top Buys
| 1 |
Palo Alto Networks
PANW
|
+$6.76M |
| 2 |
TSMC
TSM
|
+$6.71M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$3.1M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.96M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.91M |
Top Sells
| 1 |
Expeditors International
EXPD
|
+$3.8M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$3.17M |
| 3 |
Texas Instruments
TXN
|
+$2.46M |
| 4 |
Black Hills Corp
BKH
|
+$1.25M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.24M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 10.11% |
| 4 | Industrials | 8.68% |
| 5 | Consumer Staples | 5.61% |
