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
1601
$602 ﹤0.01%
33
-8
1602
$602 ﹤0.01%
17
-74
1603
$600 ﹤0.01%
31
1604
$597 ﹤0.01%
55
1605
$593 ﹤0.01%
21
1606
$589 ﹤0.01%
20
1607
$587 ﹤0.01%
14
1608
$579 ﹤0.01%
16
1609
$579 ﹤0.01%
75
1610
$575 ﹤0.01%
60
1611
$572 ﹤0.01%
37
-5
1612
$558 ﹤0.01%
19
1613
$546 ﹤0.01%
+41
1614
$546 ﹤0.01%
18
1615
$542 ﹤0.01%
21
1616
$542 ﹤0.01%
130
1617
$542 ﹤0.01%
28
1618
$540 ﹤0.01%
46
1619
$538 ﹤0.01%
25
1620
$533 ﹤0.01%
50
1621
$531 ﹤0.01%
13
1622
$530 ﹤0.01%
8
1623
$526 ﹤0.01%
11
-2
1624
$526 ﹤0.01%
13
1625
$526 ﹤0.01%
12
63 64
65
66 67