FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.53B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$3.16M
3 +$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1 +$9.26M
2 +$6.98M
3 +$6.48M
4
AAPL icon
Apple
AAPL
+$4.51M
5
ORCL icon
Oracle
ORCL
+$4.41M

Sector Composition

1 Technology 19.44%
2 Financials 14.06%
3 Industrials 7.42%
4 Healthcare 7.32%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$2.39K ﹤0.01%
100
1202
$2.37K ﹤0.01%
130
1203
$2.36K ﹤0.01%
45
1204
$2.35K ﹤0.01%
70
1205
$2.35K ﹤0.01%
60
1206
$2.33K ﹤0.01%
35
1207
$2.32K ﹤0.01%
74
1208
$2.31K ﹤0.01%
105
1209
$2.31K ﹤0.01%
30
+3
1210
$2.31K ﹤0.01%
13
1211
$2.3K ﹤0.01%
13
1212
$2.3K ﹤0.01%
55
1213
$2.29K ﹤0.01%
28
1214
$2.29K ﹤0.01%
30
1215
$2.29K ﹤0.01%
11
1216
$2.29K ﹤0.01%
43
-4
1217
$2.27K ﹤0.01%
22
1218
$2.27K ﹤0.01%
10
-1
1219
$2.26K ﹤0.01%
29
1220
$2.25K ﹤0.01%
33
+4
1221
$2.25K ﹤0.01%
35
1222
$2.25K ﹤0.01%
14
1223
$2.25K ﹤0.01%
24
-2
1224
$2.25K ﹤0.01%
23
1225
$2.24K ﹤0.01%
20