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
1226
$1.4K ﹤0.01%
15
1227
$1.4K ﹤0.01%
50
1228
$1.39K ﹤0.01%
68
1229
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14
1230
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+10
1231
$1.38K ﹤0.01%
55
-4
1232
$1.38K ﹤0.01%
+60
1233
$1.38K ﹤0.01%
40
-5
1234
$1.38K ﹤0.01%
98
1235
$1.38K ﹤0.01%
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1236
$1.37K ﹤0.01%
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1237
$1.37K ﹤0.01%
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1238
$1.37K ﹤0.01%
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1239
$1.37K ﹤0.01%
25
1240
$1.37K ﹤0.01%
40
-5
1241
$1.37K ﹤0.01%
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1242
$1.37K ﹤0.01%
55
+5
1243
$1.36K ﹤0.01%
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1244
$1.36K ﹤0.01%
3
1245
$1.36K ﹤0.01%
62
1246
$1.36K ﹤0.01%
24
1247
$1.36K ﹤0.01%
25
1248
$1.35K ﹤0.01%
47
-6
1249
$1.35K ﹤0.01%
20
1250
$1.34K ﹤0.01%
55
48 49
50
51 52