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
126
$4.63M 0.2%
104,357
+92
127
$4.61M 0.19%
68,777
+1,345
128
$4.55M 0.19%
265,003
-161
129
$4.32M 0.18%
10,055
-43
130
$4.22M 0.18%
62,344
+8,000
131
$4.13M 0.17%
10,516
-144
132
$4.12M 0.17%
34,565
+276
133
$4.11M 0.17%
50,293
-274
134
$3.91M 0.17%
38,444
+36,664
135
$3.83M 0.16%
187,680
-22,926
136
$3.72M 0.16%
47,734
+14,649
137
$3.63M 0.15%
44,155
-403
138
$3.52M 0.15%
16,004
+8,393
139
$3.48M 0.15%
43,240
-17,000
140
$3.42M 0.14%
43,701
+32,871
141
$3.41M 0.14%
24,620
+1,549
142
$3.4M 0.14%
39,799
-35
143
$3.37M 0.14%
91,532
+903
144
$3.29M 0.14%
52,362
-574
145
$3.23M 0.14%
13,517
-30
146
$3.23M 0.14%
68,663
-36,029
147
$3.18M 0.13%
28,045
+27,695
148
$3.12M 0.13%
25,119
-128
149
$3.07M 0.13%
1,806
+31
150
$3.05M 0.13%
103,139
-1,855
4 5
6
7 8