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
$2.37B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.3M
3
+$8.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.46M

Top Sells

1
+$2.65M
2
+$2.63M
3
+$2.14M
4
TFC icon
Truist Financial
TFC
+$2.05M
5
ATVI
Activision Blizzard
ATVI
+$1.84M

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
51
$13.3M 0.56%
287,022
+101
52
$13.3M 0.56%
85,400
-390
53
$13.2M 0.56%
161,246
+26,950
54
$13.2M 0.56%
160,229
+29,295
55
$13.1M 0.55%
56,764
+2,584
56
$12.6M 0.53%
87,043
+15,673
57
$12.6M 0.53%
38,510
+495
58
$12.3M 0.52%
254,650
+33,330
59
$12.3M 0.52%
231,691
-10,426
60
$12.3M 0.52%
211,738
+32,685
61
$12.2M 0.52%
307,031
-1,745
62
$12.1M 0.51%
31,991
+483
63
$11.9M 0.5%
161,686
+125,843
64
$11.9M 0.5%
45,188
-692
65
$11.8M 0.5%
116,136
-4,427
66
$11.7M 0.49%
78,458
+7,993
67
$11.5M 0.48%
156,824
-453
68
$11.3M 0.48%
49,614
+10,718
69
$11.2M 0.47%
260,218
-2,520
70
$10.9M 0.46%
13,038
+2,593
71
$10.7M 0.45%
203,614
+3,946
72
$10.7M 0.45%
36,315
73
$10.6M 0.45%
171,988
-541
74
$10.6M 0.45%
97,767
+5,978
75
$10.5M 0.44%
81,653
+7,755
1 2
3
4 5