FARMERS & MERCHANTS INVESTMENTS INC Information

PO BOX 82535, LINCOLN, Nebraska, 68501, (402) 323-1619

Report Date: 03/31/2015

Position Statistics

Total Positions 783
New Positions 97
Increased Positions 323
Decreased Positions 161
Positions with Activity 484
Sold Out Positions 23
Total Mkt Value (in $ millions) 803

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.72%
Capital Goods 2.25%
Conglomerates 0%
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 7.52%
Energy 6.63%
Financial 30.36%
Healthcare 8.89%
Services 14.98%
Technology 15.5%
Transportation 2.11%
Utilities 5.01%

783 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NELNET INC CL A 78,502 -310 (0.39) 1,757,387
APPLE INC COM 16,910 380 2.30 131,138
MICROSOFT CORP COM 16,023 489 3.15 329,315
PEPSICO INC COM 13,718 16 .12 143,552
JOHNSON & JOHNSON COM 13,326 213 1.63 133,084
ISHARES TR CORE S&P500 ETF 13,114 -2,649 (16.81) 61,822
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 12,628 -1,097 (7.99) 155,598
EXXON MOBIL CORP COM 11,738 586 5.26 132,112
CVS HEALTH CORP COM 10,640 238 2.29 105,912
GENERAL ELECTRIC CO COM 10,547 71 .68 386,193
OCCIDENTAL PETE CORP DEL COM 10,519 240 2.33 130,669
COMCAST CORP NEW CL A 10,414 -178 (1.68) 178,292
KRAFT FOODS GROUP INC COM 10,281 100 .99 121,417
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 10,093 -59 (0.58) 241,926
DISNEY WALT CO COM DISNEY 9,820 -141 (1.42) 88,852
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 9,182 522 6.03 207,931
PROCTER & GAMBLE CO COM 9,001 1,037 13.02 112,112
VERIZON COMMUNICATIONS INC COM 8,864 399 4.72 175,839
BERKSHIRE HATHAWAY INC DEL CL A 8,848 New 41
SPECTRA ENERGY CORP COM 8,794 835 10.50 234,620


Latest News Headlines

View All Latest Headlines
Create your free portfolio