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
876
$2.89K ﹤0.01%
30
877
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-2
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880
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$2.87K ﹤0.01%
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882
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883
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884
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-5
885
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886
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887
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105
-15
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889
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-2
890
$2.83K ﹤0.01%
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-2
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+50
893
$2.79K ﹤0.01%
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894
$2.78K ﹤0.01%
38
895
$2.77K ﹤0.01%
45
-5
896
$2.76K ﹤0.01%
110
897
$2.74K ﹤0.01%
132
898
$2.74K ﹤0.01%
58
-5
899
$2.73K ﹤0.01%
8
-1
900
$2.73K ﹤0.01%
+60
34 35
36
37 38