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
1276
$1.26K ﹤0.01%
33
1277
$1.26K ﹤0.01%
29
1278
$1.26K ﹤0.01%
37
-3
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$1.26K ﹤0.01%
103
1280
$1.25K ﹤0.01%
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1281
$1.24K ﹤0.01%
38
-7
1282
$1.24K ﹤0.01%
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1283
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$1.24K ﹤0.01%
85
-18
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$1.24K ﹤0.01%
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$1.24K ﹤0.01%
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1287
$1.23K ﹤0.01%
100
-9
1288
$1.23K ﹤0.01%
2
1289
$1.23K ﹤0.01%
37
+3
1290
$1.23K ﹤0.01%
95
1291
$1.22K ﹤0.01%
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1292
$1.22K ﹤0.01%
90
1293
$1.22K ﹤0.01%
84
1294
$1.22K ﹤0.01%
30
1295
$1.22K ﹤0.01%
36
1296
$1.22K ﹤0.01%
45
1297
$1.22K ﹤0.01%
51
1298
$1.21K ﹤0.01%
23
1299
$1.21K ﹤0.01%
7
-1
1300
$1.21K ﹤0.01%
66
50 51
52
53 54