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
1126
$1.64K ﹤0.01%
100
+20
1127
$1.64K ﹤0.01%
33
1128
$1.63K ﹤0.01%
20
1129
$1.63K ﹤0.01%
+50
1130
$1.63K ﹤0.01%
103
-16
1131
$1.62K ﹤0.01%
14
-1
1132
$1.62K ﹤0.01%
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-2
1133
$1.62K ﹤0.01%
129
1134
$1.61K ﹤0.01%
23
1135
$1.61K ﹤0.01%
33
1136
$1.61K ﹤0.01%
+75
1137
$1.61K ﹤0.01%
37
1138
$1.61K ﹤0.01%
18
1139
$1.61K ﹤0.01%
149
1140
$1.61K ﹤0.01%
36
1141
$1.6K ﹤0.01%
43
+3
1142
$1.6K ﹤0.01%
38
-2
1143
$1.6K ﹤0.01%
10
1144
$1.6K ﹤0.01%
+50
1145
$1.6K ﹤0.01%
19
1146
$1.59K ﹤0.01%
37
1147
$1.59K ﹤0.01%
6
1148
$1.59K ﹤0.01%
70
1149
$1.59K ﹤0.01%
6
-2
1150
$1.58K ﹤0.01%
+20
44 45
46
47 48