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
801
$4.03K ﹤0.01%
62
-2
802
$4.01K ﹤0.01%
42
803
$3.98K ﹤0.01%
155
804
$3.98K ﹤0.01%
56
805
$3.97K ﹤0.01%
80
806
$3.95K ﹤0.01%
32
807
$3.92K ﹤0.01%
100
808
$3.88K ﹤0.01%
21
809
$3.87K ﹤0.01%
39
810
$3.87K ﹤0.01%
41
811
$3.84K ﹤0.01%
61
812
$3.84K ﹤0.01%
27
813
$3.79K ﹤0.01%
7
814
$3.77K ﹤0.01%
30
815
$3.77K ﹤0.01%
115
816
$3.75K ﹤0.01%
60
-4
817
$3.74K ﹤0.01%
10
818
$3.73K ﹤0.01%
26
-1
819
$3.73K ﹤0.01%
20
820
$3.72K ﹤0.01%
14
-1
821
$3.71K ﹤0.01%
36
822
$3.69K ﹤0.01%
220
823
$3.65K ﹤0.01%
12
-1
824
$3.64K ﹤0.01%
20
-1
825
$3.64K ﹤0.01%
28
31 32
33
34 35