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
876
$3.16K ﹤0.01%
60
-687
877
$3.16K ﹤0.01%
55
878
$3.15K ﹤0.01%
28
879
$3.12K ﹤0.01%
17
880
$3.12K ﹤0.01%
28
881
$3.11K ﹤0.01%
165
882
$3.1K ﹤0.01%
106
883
$3.1K ﹤0.01%
12
884
$3.09K ﹤0.01%
26
885
$3.09K ﹤0.01%
105
-10
886
$3.08K ﹤0.01%
49
887
$3.07K ﹤0.01%
56
888
$3.07K ﹤0.01%
52
889
$3.05K ﹤0.01%
33
890
$3.05K ﹤0.01%
66
-361
891
$3.04K ﹤0.01%
118
892
$3.02K ﹤0.01%
120
-9
893
$3.02K ﹤0.01%
80
894
$3.01K ﹤0.01%
28
-2
895
$3K ﹤0.01%
18
896
$2.99K ﹤0.01%
22
897
$2.98K ﹤0.01%
29
898
$2.98K ﹤0.01%
43
-7
899
$2.98K ﹤0.01%
44
-3
900
$2.97K ﹤0.01%
255
34 35
36
37 38