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
526
$10K ﹤0.01%
139
-140
527
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123
528
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116
529
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136
+12
530
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+160
531
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170
+55
532
$10K ﹤0.01%
968
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533
$10K ﹤0.01%
387
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535
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135
536
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537
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540
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216
541
$9K ﹤0.01%
480
+230
542
$9K ﹤0.01%
98
543
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544
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147
+87
545
$9K ﹤0.01%
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546
$9K ﹤0.01%
110
547
$9K ﹤0.01%
41
+21
548
$9K ﹤0.01%
365
549
$9K ﹤0.01%
182
550
$9K ﹤0.01%
249