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
$2.64B
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$9.18M
3
+$7.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.17M

Top Sells

1
+$22.8M
2
+$2.35M
3
+$2.25M
4
NUAN
Nuance Communications, Inc.
NUAN
+$2.19M
5
AAPL icon
Apple
AAPL
+$1.44M

Sector Composition

1 Financials 15.88%
2 Technology 14.29%
3 Healthcare 10.78%
4 Industrials 8.43%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.55%
313,565
+8,080
52
$14.1M 0.54%
58,161
+4,671
53
$13.7M 0.52%
178,804
+17,473
54
$13.6M 0.52%
281,113
+1,688
55
$13.5M 0.51%
83,038
+454
56
$13.3M 0.5%
211,103
-4,091
57
$13.2M 0.5%
254,742
-2,729
58
$13.1M 0.5%
85,983
+1,163
59
$13.1M 0.5%
185,948
+2,116
60
$12.9M 0.49%
66,307
+948
61
$12.9M 0.49%
82,111
-485
62
$12.9M 0.49%
86,647
-2,150
63
$12.8M 0.48%
250,542
+2,011
64
$12.6M 0.48%
138,638
-2,513
65
$12.5M 0.47%
78,669
-367
66
$12.5M 0.47%
38,995
+2,730
67
$12.1M 0.46%
90,218
-132
68
$12.1M 0.46%
45,305
+2
69
$12.1M 0.46%
120,399
+12,864
70
$11.8M 0.45%
45,445
-1,544
71
$11.6M 0.44%
38,635
-1,223
72
$11.5M 0.44%
87,871
+3,015
73
$11.5M 0.43%
50,380
-625
74
$11.4M 0.43%
156,339
-4,239
75
$11.3M 0.43%
53,261
+2,450
1 2
3
4 5