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
626
$10.4K ﹤0.01%
500
627
$10.4K ﹤0.01%
+267
628
$10.4K ﹤0.01%
73
629
$10.4K ﹤0.01%
+316
630
$10.3K ﹤0.01%
+298
631
$10.3K ﹤0.01%
+296
632
$10.3K ﹤0.01%
44
633
$10.3K ﹤0.01%
165
634
$10.2K ﹤0.01%
100
635
$10.2K ﹤0.01%
+108
636
$10.1K ﹤0.01%
488
+50
637
$10.1K ﹤0.01%
27
638
$10.1K ﹤0.01%
+250
639
$10.1K ﹤0.01%
34
640
$9.96K ﹤0.01%
31
641
$9.95K ﹤0.01%
91
642
$9.94K ﹤0.01%
+304
643
$9.86K ﹤0.01%
105
644
$9.71K ﹤0.01%
108
645
$9.7K ﹤0.01%
190
-384
646
$9.65K ﹤0.01%
139
647
$9.63K ﹤0.01%
99
648
$9.62K ﹤0.01%
+313
649
$9.58K ﹤0.01%
167
650
$9.46K ﹤0.01%
52