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
651
$8.48K ﹤0.01%
131
652
$8.48K ﹤0.01%
575
+500
653
$8.43K ﹤0.01%
2,315
654
$8.41K ﹤0.01%
76
655
$8.39K ﹤0.01%
91
656
$8.25K ﹤0.01%
195
657
$8.12K ﹤0.01%
441
658
$8.11K ﹤0.01%
250
659
$8.04K ﹤0.01%
34
660
$8.04K ﹤0.01%
31
661
$8.04K ﹤0.01%
88
662
$8.03K ﹤0.01%
115
663
$7.78K ﹤0.01%
754
664
$7.78K ﹤0.01%
150
665
$7.78K ﹤0.01%
+272
666
$7.72K ﹤0.01%
93
667
$7.71K ﹤0.01%
109
668
$7.66K ﹤0.01%
48
669
$7.59K ﹤0.01%
34
670
$7.49K ﹤0.01%
87
671
$7.49K ﹤0.01%
49
+34
672
$7.48K ﹤0.01%
425
673
$7.42K ﹤0.01%
488
674
$7.41K ﹤0.01%
49
675
$7.38K ﹤0.01%
+68
25 26
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