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
26
$20M 0.84%
149,760
+2,460
27
$19.9M 0.84%
142,247
-3,075
28
$19.5M 0.82%
155,173
+5,558
29
$19.2M 0.81%
97,913
+12,548
30
$19M 0.8%
164,444
-1,364
31
$18.6M 0.79%
139,840
+40,380
32
$18.3M 0.77%
209,935
-388
33
$17.5M 0.74%
72,554
-767
34
$17.4M 0.73%
330,296
+29,386
35
$17.1M 0.72%
78,332
+7,604
36
$16.9M 0.71%
397,941
-2,994
37
$16.8M 0.71%
309,503
+50,749
38
$16.8M 0.71%
75,347
+4,783
39
$16.8M 0.71%
178,119
-973
40
$16.3M 0.69%
107,845
+3,214
41
$16.1M 0.68%
205,641
+16,323
42
$15.5M 0.65%
140,334
-467
43
$15M 0.63%
37,920
-1,750
44
$14.8M 0.62%
404,052
-1,734
45
$14.8M 0.62%
57,713
-348
46
$14M 0.59%
65,780
+733
47
$13.7M 0.58%
52,413
-79
48
$13.7M 0.58%
253,682
-39,713
49
$13.7M 0.58%
84,538
-617
50
$13.4M 0.57%
49,787
-471
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