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
951
$2.38K ﹤0.01%
140
952
$2.37K ﹤0.01%
48
-7
953
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954
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955
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956
$2.32K ﹤0.01%
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957
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-4
958
$2.31K ﹤0.01%
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959
$2.31K ﹤0.01%
34
960
$2.3K ﹤0.01%
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961
$2.3K ﹤0.01%
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$2.29K ﹤0.01%
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963
$2.29K ﹤0.01%
26
-2
964
$2.29K ﹤0.01%
106
965
$2.29K ﹤0.01%
34
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$2.28K ﹤0.01%
+105
967
$2.28K ﹤0.01%
35
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968
$2.28K ﹤0.01%
34
969
$2.28K ﹤0.01%
231
-37
970
$2.27K ﹤0.01%
78
-5
971
$2.27K ﹤0.01%
57
-3
972
$2.26K ﹤0.01%
+25
973
$2.25K ﹤0.01%
40
974
$2.25K ﹤0.01%
26
975
$2.24K ﹤0.01%
61
-3
37 38
39
40 41