FARMERS & MERCHANTS INVESTMENTS INC

Q4 2020 13F-HR Detailed Holdings

Location
Lincoln, NE
Holdings as of
12/31/2020
Date filed
1/20/2021
Form type
13F-HR
Num holdings
840
Total value ($000)
$1,934,109
Net value change ($000)
+261,064 (15.6%)
New positions
39
Sold out positions
31
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/19/2020 Next filing: 4/14/2021 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 17,965 24.3%
NNI 15,044 16.4%
VEA 14,174 18.1%
IJR 11,531 38.2%
VCSH 8,733 NEW
SLQD 8,643 36.9%
IJH 7,976 27.2%
BND 7,408 50.3%
DIS 7,070 45.2%
WCC 6,919 139.0%
Top Reduces (Value $000, Stocks/ETFs)
NEOS ETF Trust -1,699 -66.8%
APD -1,672 -9.4%
LOW -1,212 -4.6%
HD -820 -7.5%
INTC -605 -4.5%
WY -592 -97.9%
SNDR -589 -17.7%
D -579 -4.8%
VZ -405 -2.3%
MCD -402 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 UNION BANK & TRUST CO /NE/ 028-10512