DORIS ROBERTSON

@Farmers & Merchants Investments Inc

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$3.217B

Total holdings1793

Assets growth rate7.32%

Assets growth rate (2-Q avg)4.29%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Investments Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1793 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Investments Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.217B in assets, with a quarterly growth rate of 7.32% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by DORIS ROBERTSON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TELTe Connectivity Plc Recent Activity New Position	0.02%	$528,314 3,499 shares@ $150.99 avg price	New Position
CGXUCapital Group International Focus Equity Etf Recent Activity New Position	0.01%	$306,110 11,350 shares@ $26.98 avg price	New Position
AVEMAvantis Emerging Markets Equity Etf Recent Activity New Position	0.01%	$209,950 3,250 shares@ $64.6 avg price	New Position
MFDXPimco Rafi Dynamic Multi-factor International Equity Etf Recent Activity New Position	0.01%	$195,060 6,000 shares@ $32.51 avg price	New Position
FTSMFirst Trust Enhanced Short Maturity Etf Recent Activity New Position	0.01%	$176,976 2,956 shares@ $59.88 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$173,958 3,520 shares@ $49.42 avg price	New Position
OUSMAlps O'shares U.s. Small-cap Quality Dividend Etf Recent Activity New Position	0.01%	$159,503 3,539 shares@ $45.08 avg price	New Position
FMHIFirst Trust Municipal High Income Etf Recent Activity New Position	0.01%	$108,680 2,200 shares@ $49.4 avg price	New Position
MUNIPimco Intermediate Municipal Bond Active Exchange-traded Fund Recent Activity New Position	0.01%	$82,384 1,555 shares@ $52.99 avg price	New Position
AZNAstrazeneca Plc Adr Recent Activity New Position	0.01%	$77,910 1,000 shares@ $77.91 avg price	New Position