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
601
$11.5K ﹤0.01%
435
602
$11.5K ﹤0.01%
280
603
$11.5K ﹤0.01%
104
604
$11.5K ﹤0.01%
50
605
$11.5K ﹤0.01%
142
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272
607
$11.3K ﹤0.01%
148
608
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91
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99
610
$11.2K ﹤0.01%
166
611
$11.2K ﹤0.01%
191
612
$11.2K ﹤0.01%
96
+5
613
$11.1K ﹤0.01%
649
614
$11.1K ﹤0.01%
195
615
$11K ﹤0.01%
174
616
$11K ﹤0.01%
360
617
$11K ﹤0.01%
188
618
$10.9K ﹤0.01%
96
619
$10.8K ﹤0.01%
32
-17
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$10.7K ﹤0.01%
195
621
$10.7K ﹤0.01%
265
-22
622
$10.5K ﹤0.01%
+283
623
$10.5K ﹤0.01%
+156
624
$10.5K ﹤0.01%
+278
625
$10.5K ﹤0.01%
210