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
1301
$1.2K ﹤0.01%
+65
1302
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1309
$1.18K ﹤0.01%
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1310
$1.18K ﹤0.01%
95
1311
$1.17K ﹤0.01%
80
+17
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$1.17K ﹤0.01%
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1313
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35
1314
$1.17K ﹤0.01%
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1315
$1.17K ﹤0.01%
+5
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+5
1317
$1.17K ﹤0.01%
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1318
$1.17K ﹤0.01%
95
1319
$1.17K ﹤0.01%
2
1320
$1.17K ﹤0.01%
+55
1321
$1.17K ﹤0.01%
10
-1
1322
$1.17K ﹤0.01%
8
-2
1323
$1.16K ﹤0.01%
78
1324
$1.16K ﹤0.01%
80
+10
1325
$1.16K ﹤0.01%
45
51 52
53
54 55