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
801
$3.62K ﹤0.01%
36
-2
802
$3.62K ﹤0.01%
+42
803
$3.62K ﹤0.01%
173
804
$3.61K ﹤0.01%
91
+3
805
$3.59K ﹤0.01%
247
806
$3.57K ﹤0.01%
19
-1
807
$3.55K ﹤0.01%
977
808
$3.54K ﹤0.01%
12
809
$3.52K ﹤0.01%
21
-1
810
$3.5K ﹤0.01%
27
811
$3.49K ﹤0.01%
61
-9
812
$3.48K ﹤0.01%
65
-1,734
813
$3.45K ﹤0.01%
15
-2
814
$3.44K ﹤0.01%
66
-5
815
$3.44K ﹤0.01%
27
816
$3.44K ﹤0.01%
220
817
$3.42K ﹤0.01%
58
-4
818
$3.42K ﹤0.01%
104
819
$3.4K ﹤0.01%
105
820
$3.38K ﹤0.01%
156
821
$3.35K ﹤0.01%
30
822
$3.35K ﹤0.01%
101
-4
823
$3.35K ﹤0.01%
110
-5
824
$3.34K ﹤0.01%
21
-2
825
$3.32K ﹤0.01%
+100
31 32
33
34 35