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
1176
$1.62K ﹤0.01%
73
1177
$1.62K ﹤0.01%
36
1178
$1.62K ﹤0.01%
39
1179
$1.61K ﹤0.01%
20
1180
$1.61K ﹤0.01%
39
1181
$1.61K ﹤0.01%
28
1182
$1.6K ﹤0.01%
131
1183
$1.6K ﹤0.01%
24
1184
$1.59K ﹤0.01%
56
1185
$1.59K ﹤0.01%
103
1186
$1.59K ﹤0.01%
21
-3
1187
$1.59K ﹤0.01%
17
1188
$1.58K ﹤0.01%
20
1189
$1.57K ﹤0.01%
48
1190
$1.57K ﹤0.01%
80
1191
$1.57K ﹤0.01%
155
1192
$1.56K ﹤0.01%
27
1193
$1.56K ﹤0.01%
33
1194
$1.56K ﹤0.01%
16
1195
$1.56K ﹤0.01%
114
1196
$1.55K ﹤0.01%
40
1197
$1.55K ﹤0.01%
95
1198
$1.55K ﹤0.01%
15
1199
$1.55K ﹤0.01%
50
1200
$1.55K ﹤0.01%
21
46 47
48
49 50