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
1651
$355 ﹤0.01%
13
1652
$354 ﹤0.01%
18
1653
$353 ﹤0.01%
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1654
$353 ﹤0.01%
10
1655
$352 ﹤0.01%
15
1656
$351 ﹤0.01%
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1657
$349 ﹤0.01%
31
1658
$347 ﹤0.01%
48
1659
$345 ﹤0.01%
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1660
$341 ﹤0.01%
13
1661
$337 ﹤0.01%
44
1662
$337 ﹤0.01%
6
1663
$331 ﹤0.01%
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1664
$331 ﹤0.01%
60
1665
$331 ﹤0.01%
60
1666
$326 ﹤0.01%
108
1667
$325 ﹤0.01%
20
1668
$323 ﹤0.01%
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1669
$317 ﹤0.01%
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1670
$313 ﹤0.01%
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1671
$310 ﹤0.01%
16
1672
$309 ﹤0.01%
24
1673
$308 ﹤0.01%
10
1674
$306 ﹤0.01%
32
1675
$303 ﹤0.01%
12
65 66
67
68 69