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
126
$5.1M 0.14%
37,517
+52
127
$4.93M 0.14%
38,425
-466
128
$4.86M 0.14%
190,612
-1,705
129
$4.75M 0.13%
52,968
-2,243
130
$4.63M 0.13%
134,612
-45
131
$4.62M 0.13%
37,133
-5,253
132
$4.55M 0.13%
16,602
133
$4.54M 0.13%
89,458
+1,611
134
$4.39M 0.12%
29,977
-250
135
$4.24M 0.12%
45,459
+27
136
$4.15M 0.12%
42,982
137
$4.02M 0.11%
18,648
-134
138
$3.73M 0.11%
40,789
-3,556
139
$3.66M 0.1%
19,570
-3,060
140
$3.66M 0.1%
14,396
-357
141
$3.6M 0.1%
44,307
-3,502
142
$3.38M 0.1%
29,518
-500
143
$3.37M 0.1%
11,230
144
$3.36M 0.1%
36,705
-2,093
145
$3.34M 0.09%
41,200
-644
146
$3.18M 0.09%
63,122
-1,702
147
$3.05M 0.09%
9,308
-24
148
$3.05M 0.09%
40,158
+87
149
$3.03M 0.09%
706
-345
150
$2.92M 0.08%
47,364
-134
4 5
6
7 8