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
$2.65B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,809
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.86M
3 +$1.82M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.6M

Top Sells

1 +$3.21M
2 +$1.49M
3 +$1.29M
4
WFC icon
Wells Fargo
WFC
+$1.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$881K

Sector Composition

1 Technology 15.14%
2 Financials 14.08%
3 Healthcare 10.33%
4 Industrials 8.98%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$24.8K ﹤0.01%
1,142
477
$24.8K ﹤0.01%
383
478
$24.6K ﹤0.01%
540
479
$24.5K ﹤0.01%
600
480
$24.5K ﹤0.01%
604
481
$23.9K ﹤0.01%
1,000
482
$23.9K ﹤0.01%
558
+380
483
$23.8K ﹤0.01%
699
484
$23.7K ﹤0.01%
197
485
$23.5K ﹤0.01%
300
486
$23.5K ﹤0.01%
29
+7
487
$23.4K ﹤0.01%
2,204
488
$23.2K ﹤0.01%
+690
489
$23.1K ﹤0.01%
450
490
$23.1K ﹤0.01%
1,333
491
$23K ﹤0.01%
155
492
$22.9K ﹤0.01%
124
493
$22.8K ﹤0.01%
97
494
$22.8K ﹤0.01%
101
495
$22.7K ﹤0.01%
194
496
$22.6K ﹤0.01%
530
497
$22.6K ﹤0.01%
59
498
$22.5K ﹤0.01%
206
-9
499
$22.4K ﹤0.01%
185
500
$22.4K ﹤0.01%
252
+22