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
$3.43B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,779
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.46M
3 +$8.32M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.98M
5
NVDA icon
NVIDIA
NVDA
+$5.49M

Top Sells

1 +$2.83M
2 +$2.41M
3 +$1.7M
4
JPM icon
JPMorgan Chase
JPM
+$1.67M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Technology 19.09%
2 Financials 14.25%
3 Industrials 7.72%
4 Healthcare 7.5%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
REG icon
776
Regency Centers
REG
$12.5B
$7.91K ﹤0.01%
111
POOL icon
777
Pool Corp
POOL
$9.47B
$7.87K ﹤0.01%
27
ARE icon
778
Alexandria Real Estate Equities
ARE
$9.32B
$7.84K ﹤0.01%
108
EVR icon
779
Evercore
EVR
$11.7B
$7.83K ﹤0.01%
29
+3
GL icon
780
Globe Life
GL
$10.8B
$7.83K ﹤0.01%
63
UDR icon
781
UDR
UDR
$11.4B
$7.8K ﹤0.01%
191
XBI icon
782
State Street SPDR S&P Biotech ETF
XBI
$6.31B
$7.79K ﹤0.01%
94
BLD icon
783
TopBuild
BLD
$11.4B
$7.77K ﹤0.01%
24
+4
LAD icon
784
Lithia Motors
LAD
$7.3B
$7.77K ﹤0.01%
23
+3
AYI icon
785
Acuity Brands
AYI
$11.2B
$7.76K ﹤0.01%
26
+2
SWKS icon
786
Skyworks Solutions
SWKS
$11.1B
$7.75K ﹤0.01%
104
WING icon
787
Wingstop
WING
$7.15B
$7.75K ﹤0.01%
23
+3
CUBE icon
788
CubeSmart
CUBE
$8.56B
$7.74K ﹤0.01%
182
+20
SNX icon
789
TD Synnex
SNX
$12.5B
$7.74K ﹤0.01%
57
+11
HIMS icon
790
Hims & Hers Health
HIMS
$10.2B
$7.73K ﹤0.01%
155
+45
WBS icon
791
Webster Financial
WBS
$9.52B
$7.7K ﹤0.01%
141
+12
TTEK icon
792
Tetra Tech
TTEK
$8.6B
$7.7K ﹤0.01%
214
+10
WTRG icon
793
Essential Utilities
WTRG
$11.2B
$7.61K ﹤0.01%
205
+20
CR icon
794
Crane Co
CR
$11B
$7.6K ﹤0.01%
40
+3
HLI icon
795
Houlihan Lokey
HLI
$12.7B
$7.56K ﹤0.01%
42
+7
SLVM icon
796
Sylvamo
SLVM
$1.65B
$7.51K ﹤0.01%
150
NYT icon
797
New York Times
NYT
$9.45B
$7.5K ﹤0.01%
134
+7
ORI icon
798
Old Republic International
ORI
$10B
$7.5K ﹤0.01%
195
+22
JEF icon
799
Jefferies Financial Group
JEF
$11.1B
$7.44K ﹤0.01%
136
+14
PRI icon
800
Primerica
PRI
$8.32B
$7.39K ﹤0.01%
27
+3