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
1551
$734 ﹤0.01%
11
1552
$733 ﹤0.01%
8
1553
$733 ﹤0.01%
95
1554
$730 ﹤0.01%
20
1555
$725 ﹤0.01%
150
1556
$724 ﹤0.01%
14
1557
$722 ﹤0.01%
15
1558
$722 ﹤0.01%
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1559
$710 ﹤0.01%
17
1560
$707 ﹤0.01%
10
1561
$698 ﹤0.01%
23
1562
$697 ﹤0.01%
16
-2
1563
$691 ﹤0.01%
34
1564
$690 ﹤0.01%
43
1565
$689 ﹤0.01%
24
1566
$682 ﹤0.01%
18
-22
1567
$680 ﹤0.01%
16
1568
$674 ﹤0.01%
35
-40
1569
$672 ﹤0.01%
25
1570
$668 ﹤0.01%
11
1571
$668 ﹤0.01%
100
1572
$666 ﹤0.01%
25
-3
1573
$666 ﹤0.01%
35
1574
$665 ﹤0.01%
18
1575
$663 ﹤0.01%
101
61 62
63
64 65