FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$9.59M
2
+$9.59M
3
+$9.09M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.67M

Top Sells

1
+$2.94M
2
+$2.59M
3
+$2.2M
4
ATVI
Activision Blizzard
ATVI
+$1.99M
5
TFC icon
Truist Financial
TFC
+$1.95M

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
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1102
$0 ﹤0.01%
+5
1103
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1104
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-39
1105
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1106
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-1
1107
– –
-45
1108
$0 ﹤0.01%
+3
1109
– –
-152
1110
– –
-70
1111
– –
-368
1112
– –
-85
1113
$0 ﹤0.01%
21
1114
$0 ﹤0.01%
+5
1115
– –
-100
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45