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
$2.55B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.44M
3
+$5.24M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.21M
5
NKE icon
Nike
NKE
+$4.01M

Top Sells

1
+$12.2M
2
+$5.08M
3
+$3.85M
4
LOW icon
Lowe's Companies
LOW
+$3.81M
5
D icon
Dominion Energy
D
+$2.55M

Sector Composition

1 Technology 14.52%
2 Financials 13.66%
3 Healthcare 10.47%
4 Industrials 8.54%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.3K ﹤0.01%
+212
527
$17.2K ﹤0.01%
92
528
$17K ﹤0.01%
175
529
$16.8K ﹤0.01%
194
530
$16.7K ﹤0.01%
244
531
$16.7K ﹤0.01%
56
532
$16.6K ﹤0.01%
157
533
$16.5K ﹤0.01%
260
534
$16.4K ﹤0.01%
222
535
$16.2K ﹤0.01%
228
536
$16.1K ﹤0.01%
94
+2
537
$16.1K ﹤0.01%
170
538
$16K ﹤0.01%
150
539
$15.9K ﹤0.01%
120
540
$15.9K ﹤0.01%
132
+41
541
$15.6K ﹤0.01%
18
-11
542
$15.5K ﹤0.01%
505
543
$15.4K ﹤0.01%
100
544
$15.3K ﹤0.01%
485
545
$15K ﹤0.01%
107
546
$15K ﹤0.01%
82
547
$15K ﹤0.01%
77
548
$15K ﹤0.01%
320
549
$14.9K ﹤0.01%
452
-3
550
$14.7K ﹤0.01%
114
20 21
22
23 24