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
$1.27B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.47M
3
+$5.56M
4
SNDR icon
Schneider National
SNDR
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.51M

Top Sells

1
+$9.33M
2
+$7.08M
3
+$2.26M
4
TEX icon
Terex
TEX
+$1.4M
5
ICLR icon
Icon
ICLR
+$818K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.25%
3 Technology 10.78%
4 Industrials 8.57%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K ﹤0.01%
396
+3
352
$36K ﹤0.01%
4,120
+2,343
353
$35K ﹤0.01%
559
354
$34K ﹤0.01%
905
+63
355
$34K ﹤0.01%
1,015
-115
356
$34K ﹤0.01%
187
357
$34K ﹤0.01%
979
358
$34K ﹤0.01%
643
359
$34K ﹤0.01%
1,107
360
$33K ﹤0.01%
274
361
$32K ﹤0.01%
495
+40
362
$32K ﹤0.01%
1,000
363
$32K ﹤0.01%
2,505
+80
364
$32K ﹤0.01%
200
365
$31K ﹤0.01%
718
+113
366
$31K ﹤0.01%
600
367
$31K ﹤0.01%
670
+25
368
$31K ﹤0.01%
545
369
$31K ﹤0.01%
548
-247
370
$30K ﹤0.01%
1,083
+273
371
$30K ﹤0.01%
191
372
$30K ﹤0.01%
274
+16
373
$29K ﹤0.01%
350
374
$29K ﹤0.01%
2,452
-886
375
$29K ﹤0.01%
161
13 14
15
16 17