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
1251
$1.34K ﹤0.01%
50
1252
$1.34K ﹤0.01%
32
-8
1253
$1.34K ﹤0.01%
18
1254
$1.34K ﹤0.01%
8
1255
$1.34K ﹤0.01%
29
1256
$1.33K ﹤0.01%
54
-6
1257
$1.33K ﹤0.01%
21
1258
$1.33K ﹤0.01%
90
+10
1259
$1.32K ﹤0.01%
41
1260
$1.32K ﹤0.01%
39
-4
1261
$1.32K ﹤0.01%
25
-2
1262
$1.31K ﹤0.01%
20
1263
$1.31K ﹤0.01%
27
1264
$1.31K ﹤0.01%
29
1265
$1.3K ﹤0.01%
35
+8
1266
$1.3K ﹤0.01%
22
1267
$1.29K ﹤0.01%
55
1268
$1.29K ﹤0.01%
28
1269
$1.28K ﹤0.01%
50
+6
1270
$1.27K ﹤0.01%
20
1271
$1.27K ﹤0.01%
24
1272
$1.26K ﹤0.01%
28
-4
1273
$1.26K ﹤0.01%
42
1274
$1.26K ﹤0.01%
125
+55
1275
$1.26K ﹤0.01%
100
49 50
51
52 53