FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$9.59M
2
+$9.59M
3
+$9.09M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M

Top Sells

1
+$2.94M
2
+$2.59M
3
+$2.2M
4
ATVI
Activision Blizzard
ATVI
+$1.99M
5
TFC icon
Truist Financial
TFC
+$1.95M

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
426
$42K ﹤0.01%
+775
427
$42K ﹤0.01%
240
-93
428
$42K ﹤0.01%
1,316
+1,016
429
$42K ﹤0.01%
87
+3
430
$42K ﹤0.01%
368
+83
431
$42K ﹤0.01%
1,289
+14
432
$41K ﹤0.01%
1,095
+495
433
$40K ﹤0.01%
454
+400
434
$40K ﹤0.01%
310
435
$40K ﹤0.01%
1,018
+762
436
$40K ﹤0.01%
559
437
$40K ﹤0.01%
665
438
$40K ﹤0.01%
296
+92
439
$40K ﹤0.01%
+273
440
$39K ﹤0.01%
92
441
$39K ﹤0.01%
372
+69
442
$39K ﹤0.01%
+3,153
443
$39K ﹤0.01%
163
+2
444
$39K ﹤0.01%
+449
445
$39K ﹤0.01%
582
+435
446
$38K ﹤0.01%
637
447
$37K ﹤0.01%
71
+1
448
$37K ﹤0.01%
545
+109
449
$37K ﹤0.01%
400
450
$37K ﹤0.01%
249
-339
16 17
18
19 20