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
676
$12K ﹤0.01%
125
677
$12K ﹤0.01%
105
-16
678
$11K ﹤0.01%
1,097
+335
679
$11K ﹤0.01%
430
680
$11K ﹤0.01%
98
+24
681
$11K ﹤0.01%
230
682
$11K ﹤0.01%
144
683
$11K ﹤0.01%
195
+5
684
$11K ﹤0.01%
139
+17
685
$11K ﹤0.01%
72
+12
686
$11K ﹤0.01%
275
687
$11K ﹤0.01%
152
688
$11K ﹤0.01%
946
-14
689
$11K ﹤0.01%
70
+3
690
$11K ﹤0.01%
300
691
$11K ﹤0.01%
662
+116
692
$11K ﹤0.01%
482
693
$11K ﹤0.01%
515
+30
694
$11K ﹤0.01%
159
695
$11K ﹤0.01%
165
696
$11K ﹤0.01%
120
697
$11K ﹤0.01%
255
698
$11K ﹤0.01%
165
-10
699
$11K ﹤0.01%
61
700
$11K ﹤0.01%
3,086
+1,206
26 27
28
29 30