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
1226
$2.24K ﹤0.01%
25
1227
$2.23K ﹤0.01%
40
1228
$2.22K ﹤0.01%
235
1229
$2.22K ﹤0.01%
170
+20
1230
$2.19K ﹤0.01%
45
1231
$2.17K ﹤0.01%
150
1232
$2.17K ﹤0.01%
29
-3
1233
$2.16K ﹤0.01%
195
+9
1234
$2.15K ﹤0.01%
35
1235
$2.14K ﹤0.01%
40
1236
$2.13K ﹤0.01%
36
1237
$2.12K ﹤0.01%
80
1238
$2.08K ﹤0.01%
7
1239
$2.08K ﹤0.01%
30
1240
$2.05K ﹤0.01%
140
1241
$2.05K ﹤0.01%
36
+3
1242
$2.05K ﹤0.01%
38
1243
$2.04K ﹤0.01%
+80
1244
$2.04K ﹤0.01%
18
1245
$2.04K ﹤0.01%
+34
1246
$2.04K ﹤0.01%
60
1247
$2.03K ﹤0.01%
19
1248
$2.02K ﹤0.01%
70
-8
1249
$2K ﹤0.01%
40
1250
$2K ﹤0.01%
65
48 49
50
51 52