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
551
$15.5K ﹤0.01%
394
552
$15.5K ﹤0.01%
2,428
-2,924
553
$15.2K ﹤0.01%
91
554
$15.2K ﹤0.01%
80
555
$15.2K ﹤0.01%
68
556
$15.1K ﹤0.01%
138
557
$15.1K ﹤0.01%
28
558
$15.1K ﹤0.01%
441
559
$15K ﹤0.01%
228
560
$14.9K ﹤0.01%
320
561
$14.9K ﹤0.01%
135
562
$14.7K ﹤0.01%
112
563
$14.7K ﹤0.01%
+340
564
$14.6K ﹤0.01%
65
565
$14.6K ﹤0.01%
453
566
$14.6K ﹤0.01%
375
567
$14.5K ﹤0.01%
274
568
$14.3K ﹤0.01%
139
+83
569
$14.3K ﹤0.01%
175
570
$14.2K ﹤0.01%
263
-39
571
$14.2K ﹤0.01%
535
572
$14.1K ﹤0.01%
411
573
$13.9K ﹤0.01%
281
574
$13.9K ﹤0.01%
170
575
$13.8K ﹤0.01%
+48