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
676
$7.37K ﹤0.01%
200
677
$7.29K ﹤0.01%
117
-4
678
$7.21K ﹤0.01%
23
-1
679
$7.16K ﹤0.01%
105
680
$7.1K ﹤0.01%
+296
681
$7.09K ﹤0.01%
75
+5
682
$7.09K ﹤0.01%
75
683
$7.06K ﹤0.01%
339
684
$6.97K ﹤0.01%
394
685
$6.95K ﹤0.01%
117
+10
686
$6.94K ﹤0.01%
38
687
$6.89K ﹤0.01%
640
688
$6.86K ﹤0.01%
94
689
$6.86K ﹤0.01%
500
690
$6.85K ﹤0.01%
54
-4
691
$6.85K ﹤0.01%
63
692
$6.81K ﹤0.01%
191
693
$6.72K ﹤0.01%
50
694
$6.68K ﹤0.01%
105
695
$6.61K ﹤0.01%
41
696
$6.59K ﹤0.01%
150
-2
697
$6.57K ﹤0.01%
63
698
$6.56K ﹤0.01%
25
-1
699
$6.54K ﹤0.01%
204
700
$6.52K ﹤0.01%
355
26 27
28
29 30