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
651
$12K ﹤0.01%
249
652
$12K ﹤0.01%
75
+4
653
$12K ﹤0.01%
165
654
$12K ﹤0.01%
34
655
$12K ﹤0.01%
128
656
$12K ﹤0.01%
42
-16
657
$12K ﹤0.01%
203
658
$12K ﹤0.01%
225
659
$12K ﹤0.01%
+733
660
$12K ﹤0.01%
152
661
$12K ﹤0.01%
144
662
$12K ﹤0.01%
271
+94
663
$12K ﹤0.01%
71
664
$12K ﹤0.01%
389
665
$12K ﹤0.01%
376
-64
666
$12K ﹤0.01%
106
-34
667
$12K ﹤0.01%
171
+7
668
$12K ﹤0.01%
1,203
669
$12K ﹤0.01%
233
670
$12K ﹤0.01%
333
+111
671
$12K ﹤0.01%
+90
672
$12K ﹤0.01%
373
+75
673
$12K ﹤0.01%
123
674
$12K ﹤0.01%
250
675
$12K ﹤0.01%
198
-48
25 26
27
28 29