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
51
$7.36M 0.58%
30,219
-944
52
$7.34M 0.58%
141,646
+619
53
$7.33M 0.58%
51,584
-1,951
54
$7.24M 0.57%
35,299
+951
55
$7.07M 0.56%
115,788
-634
56
$7.05M 0.56%
209,722
+1,045
57
$7.03M 0.55%
332,396
-7,804
58
$6.81M 0.54%
131,103
-12,947
59
$6.74M 0.53%
105,664
+3,881
60
$6.63M 0.52%
124,219
+6,729
61
$6.6M 0.52%
162,226
+2,858
62
$6.57M 0.52%
83,948
+76
63
$6.56M 0.52%
84,963
+2,783
64
$6.54M 0.51%
160,779
+1,264
65
$6.5M 0.51%
101,473
-3,486
66
$6.5M 0.51%
108,512
+2,288
67
$6.44M 0.51%
254,029
+11,157
68
$6.15M 0.48%
80,856
+108
69
$6.11M 0.48%
94,782
-104
70
$6.07M 0.48%
96,757
+39
71
$6M 0.47%
243,694
+3,825
72
$5.96M 0.47%
77,493
+23
73
$5.94M 0.47%
13,293
+46
74
$5.88M 0.46%
64,234
-185
75
$5.85M 0.46%
172,644
+4,891
1 2
3
4 5