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
$2.37B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.3M
3
+$8.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.46M

Top Sells

1
+$2.65M
2
+$2.63M
3
+$2.14M
4
TFC icon
Truist Financial
TFC
+$2.05M
5
ATVI
Activision Blizzard
ATVI
+$1.84M

Sector Composition

1 Financials 16.68%
2 Technology 13.87%
3 Healthcare 10.55%
4 Industrials 8.66%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$608K 0.03%
6,184
+5,311
227
$606K 0.03%
9,690
228
$571K 0.02%
11,677
-2,550
229
$564K 0.02%
2,283
230
$561K 0.02%
1,626
+63
231
$561K 0.02%
9,668
232
$556K 0.02%
3,825
233
$550K 0.02%
12,082
+4,818
234
$549K 0.02%
15,932
-2,790
235
$549K 0.02%
+15,004
236
$545K 0.02%
16,083
-210
237
$538K 0.02%
6,526
+1,301
238
$515K 0.02%
+12,034
239
$514K 0.02%
1,935
+797
240
$510K 0.02%
3,107
-3,500
241
$465K 0.02%
3,112
+2,899
242
$456K 0.02%
+4,285
243
$447K 0.02%
11,025
+8,460
244
$443K 0.02%
4,108
245
$439K 0.02%
5,181
246
$439K 0.02%
1,514
-4
247
$432K 0.02%
4,493
-415
248
$427K 0.02%
10,065
+12
249
$413K 0.02%
3,339
250
$405K 0.02%
1,267
-75
8 9
10
11 12