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
701
$6.5K ﹤0.01%
1,000
702
$6.43K ﹤0.01%
93
703
$6.17K ﹤0.01%
107
704
$6.17K ﹤0.01%
250
705
$6.13K ﹤0.01%
270
-125
706
$6.08K ﹤0.01%
31
707
$6.06K ﹤0.01%
470
708
$5.91K ﹤0.01%
+142
709
$5.91K ﹤0.01%
37
710
$5.85K ﹤0.01%
145
-20
711
$5.76K ﹤0.01%
7
712
$5.73K ﹤0.01%
28
713
$5.69K ﹤0.01%
86
714
$5.66K ﹤0.01%
66
-6
715
$5.63K ﹤0.01%
137
716
$5.56K ﹤0.01%
105
717
$5.51K ﹤0.01%
365
-53
718
$5.48K ﹤0.01%
41
719
$5.44K ﹤0.01%
21
-1
720
$5.43K ﹤0.01%
80
721
$5.41K ﹤0.01%
145
722
$5.35K ﹤0.01%
90
723
$5.34K ﹤0.01%
25
724
$5.29K ﹤0.01%
14
-1
725
$5.26K ﹤0.01%
43
27 28
29
30 31