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
1226
$1.49K ﹤0.01%
658
1227
$1.48K ﹤0.01%
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$1.47K ﹤0.01%
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$1.46K ﹤0.01%
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$1.45K ﹤0.01%
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$1.45K ﹤0.01%
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1240
$1.44K ﹤0.01%
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$1.44K ﹤0.01%
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1243
$1.43K ﹤0.01%
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$1.43K ﹤0.01%
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1245
$1.42K ﹤0.01%
20
1246
$1.42K ﹤0.01%
+33
1247
$1.42K ﹤0.01%
84
1248
$1.42K ﹤0.01%
50
+13
1249
$1.42K ﹤0.01%
25
1250
$1.42K ﹤0.01%
183
48 49
50
51 52