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
726
$10K ﹤0.01%
304
727
$10K ﹤0.01%
140
728
$10K ﹤0.01%
292
-92
729
$10K ﹤0.01%
209
+62
730
$10K ﹤0.01%
50
731
$10K ﹤0.01%
67
732
$10K ﹤0.01%
117
+33
733
$10K ﹤0.01%
83
+39
734
$10K ﹤0.01%
+630
735
$10K ﹤0.01%
200
736
$10K ﹤0.01%
62
737
$10K ﹤0.01%
86
+9
738
$10K ﹤0.01%
141
-72
739
$10K ﹤0.01%
205
-128
740
$10K ﹤0.01%
715
+142
741
$10K ﹤0.01%
492
+202
742
$10K ﹤0.01%
109
+4
743
$10K ﹤0.01%
341
744
$10K ﹤0.01%
135
+5
745
$10K ﹤0.01%
218
746
$9K ﹤0.01%
45
747
$9K ﹤0.01%
96
+19
748
$9K ﹤0.01%
380
+20
749
$9K ﹤0.01%
345
750
$9K ﹤0.01%
79
-37
28 29
30
31 32