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
$2.37B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.3M
3
+$8.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.46M

Top Sells

1
+$2.65M
2
+$2.63M
3
+$2.14M
4
TFC icon
Truist Financial
TFC
+$2.05M
5
ATVI
Activision Blizzard
ATVI
+$1.84M

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
76
$10.1M 0.43%
92,912
-437
77
$9.98M 0.42%
22,375
-399
78
$9.81M 0.41%
49,053
-4,435
79
$9.7M 0.41%
165,445
-34,974
80
$9.38M 0.4%
83,685
+83,385
81
$9.23M 0.39%
94,576
-329
82
$9.19M 0.39%
105,012
+11,316
83
$9.13M 0.39%
121,508
+10,361
84
$9.08M 0.38%
84,135
-3,778
85
$9.05M 0.38%
144,171
-1,290
86
$8.84M 0.37%
89,797
-3,737
87
$8.76M 0.37%
33,156
-200
88
$8.35M 0.35%
40,425
-767
89
$8.2M 0.35%
157,327
-1,906
90
$7.92M 0.33%
69,996
-1,374
91
$7.89M 0.33%
134,147
-1,464
92
$7.82M 0.33%
39,739
-569
93
$7.57M 0.32%
88,049
+12,982
94
$7.53M 0.32%
16,756
+890
95
$7.49M 0.32%
51,060
-1,565
96
$7.49M 0.32%
125,161
-43,898
97
$7.24M 0.31%
122,365
-3,405
98
$7.11M 0.3%
43,280
+2,240
99
$6.85M 0.29%
28,548
-592
100
$6.62M 0.28%
81,481
-490
2 3
4
5 6