FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.71M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

Top Sells

1
+$3.8M
2
+$3.17M
3
+$2.46M
4
BKH icon
Black Hills Corp
BKH
+$1.25M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$554 ﹤0.01%
12
1602
$553 ﹤0.01%
8
1603
$550 ﹤0.01%
15
1604
$549 ﹤0.01%
42
1605
$548 ﹤0.01%
50
1606
$543 ﹤0.01%
15
1607
$541 ﹤0.01%
67
1608
$540 ﹤0.01%
23
1609
$527 ﹤0.01%
25
1610
$525 ﹤0.01%
85
1611
$519 ﹤0.01%
15
1612
$518 ﹤0.01%
23
1613
$517 ﹤0.01%
50
1614
$515 ﹤0.01%
16
1615
$511 ﹤0.01%
23
1616
$511 ﹤0.01%
65
1617
$511 ﹤0.01%
11
1618
$508 ﹤0.01%
33
1619
$505 ﹤0.01%
15
1620
$504 ﹤0.01%
42
1621
$504 ﹤0.01%
26
1622
$502 ﹤0.01%
14
1623
$497 ﹤0.01%
13
1624
$485 ﹤0.01%
31
1625
$484 ﹤0.01%
35
63 64
65
66 67