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
776
$4.04K ﹤0.01%
50
+7
777
$4.04K ﹤0.01%
52
-8
778
$4.01K ﹤0.01%
155
779
$4K ﹤0.01%
56
-5
780
$4K ﹤0.01%
19
-2
781
$4K ﹤0.01%
500
-19,500
782
$3.94K ﹤0.01%
104
783
$3.92K ﹤0.01%
100
784
$3.9K ﹤0.01%
42
785
$3.89K ﹤0.01%
155
-4
786
$3.87K ﹤0.01%
16
-1
787
$3.86K ﹤0.01%
27
-3
788
$3.86K ﹤0.01%
54
-48
789
$3.86K ﹤0.01%
205
790
$3.85K ﹤0.01%
34
-9
791
$3.83K ﹤0.01%
65
-5
792
$3.81K ﹤0.01%
100
793
$3.74K ﹤0.01%
45
794
$3.73K ﹤0.01%
50
-2
795
$3.73K ﹤0.01%
9
-1
796
$3.72K ﹤0.01%
+50
797
$3.71K ﹤0.01%
32
798
$3.7K ﹤0.01%
23
-2
799
$3.69K ﹤0.01%
75
-10
800
$3.64K ﹤0.01%
7
30 31
32
33 34