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
151
$2.84M 0.08%
38,636
+1,824
152
$2.79M 0.08%
5,723
+1,080
153
$2.74M 0.08%
9,504
-82
154
$2.73M 0.08%
22,157
-332
155
$2.72M 0.08%
60,218
+539
156
$2.68M 0.08%
4,715
-1
157
$2.66M 0.08%
5,021
158
$2.64M 0.07%
33,070
-107
159
$2.52M 0.07%
16,213
-707
160
$2.48M 0.07%
17,017
+36
161
$2.47M 0.07%
24,017
-165
162
$2.44M 0.07%
93,633
-9,479
163
$2.27M 0.06%
10,527
+70
164
$2.25M 0.06%
21,393
-803
165
$2.23M 0.06%
16,650
-2,600
166
$2.21M 0.06%
18,083
+250
167
$2.2M 0.06%
22,938
+147
168
$2.1M 0.06%
11,858
169
$2.03M 0.06%
37,933
-36
170
$2.01M 0.06%
40,968
171
$2M 0.06%
23,982
-2,077
172
$1.97M 0.06%
9,453
173
$1.88M 0.05%
3,871
+1
174
$1.78M 0.05%
62,944
-14,920
175
$1.75M 0.05%
2,383
-8
5 6
7
8 9