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
276
$203K 0.01%
9,400
277
$200K 0.01%
3,012
278
$197K 0.01%
322
+24
279
$195K 0.01%
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280
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281
$194K 0.01%
1,283
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282
$193K 0.01%
5,433
+4,906
283
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473
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284
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1,125
+1,058
285
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551
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286
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665
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287
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302
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288
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3,487
289
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1,462
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290
$166K 0.01%
1,227
291
$165K 0.01%
1,083
-7,395
292
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293
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294
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295
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296
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297
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-50
298
$151K 0.01%
10,580
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299
$149K 0.01%
2,828
+31
300
$146K 0.01%
1,631
+925
10 11
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