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
101
$6.5M 0.27%
123,957
-1,107
102
$6.36M 0.27%
53,326
+1
103
$6.2M 0.26%
34,049
+10,318
104
$5.94M 0.25%
33,872
-500
105
$5.69M 0.24%
86,193
+2,143
106
$5.6M 0.24%
79,375
+11,000
107
$5.58M 0.24%
46,016
-10,620
108
$5.52M 0.23%
38,227
+80
109
$5.4M 0.23%
61,210
-1,000
110
$5.35M 0.23%
27,846
-216
111
$5.3M 0.22%
61,718
-4
112
$5.27M 0.22%
24,035
+19
113
$5.27M 0.22%
17,917
-273
114
$5.22M 0.22%
39,341
+166
115
$5.17M 0.22%
65,203
-30
116
$5.09M 0.21%
26,237
+1,996
117
$5.03M 0.21%
76,705
118
$4.98M 0.21%
37,614
-1,800
119
$4.92M 0.21%
86,425
+7,142
120
$4.88M 0.21%
62,989
-23,775
121
$4.75M 0.2%
22,343
-5,983
122
$4.73M 0.2%
111,098
-233
123
$4.72M 0.2%
22,613
-2,053
124
$4.72M 0.2%
21,565
+1,010
125
$4.65M 0.2%
89,799
-1,169
3 4
5
6 7