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
1251
$1.42K ﹤0.01%
120
1252
$1.42K ﹤0.01%
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1253
$1.41K ﹤0.01%
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1254
$1.41K ﹤0.01%
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$1.41K ﹤0.01%
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1256
$1.41K ﹤0.01%
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1257
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1258
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1259
$1.41K ﹤0.01%
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1260
$1.4K ﹤0.01%
75
1261
$1.4K ﹤0.01%
20
1262
$1.4K ﹤0.01%
36
1263
$1.4K ﹤0.01%
109
1264
$1.39K ﹤0.01%
60
1265
$1.39K ﹤0.01%
90
1266
$1.38K ﹤0.01%
22
1267
$1.38K ﹤0.01%
31
1268
$1.38K ﹤0.01%
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1269
$1.37K ﹤0.01%
15
1270
$1.37K ﹤0.01%
62
1271
$1.36K ﹤0.01%
30
1272
$1.36K ﹤0.01%
29
1273
$1.36K ﹤0.01%
33
1274
$1.35K ﹤0.01%
21
1275
$1.35K ﹤0.01%
42
49 50
51
52 53