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
151
$3M 0.13%
+142,405
152
$2.98M 0.13%
5,215
+4,920
153
$2.9M 0.12%
25,220
-209
154
$2.75M 0.12%
36,441
-36
155
$2.56M 0.11%
36,574
-799
156
$2.49M 0.11%
149,969
-433
157
$2.48M 0.1%
16,172
-65
158
$2.3M 0.1%
10,372
+145
159
$2.3M 0.1%
7,825
-9,000
160
$2.3M 0.1%
40,340
+39,590
161
$2.18M 0.09%
39,620
-183
162
$2.13M 0.09%
14,174
+14,109
163
$2.1M 0.09%
57,150
+56,943
164
$2.08M 0.09%
7,079
+6,979
165
$2.07M 0.09%
26,120
+25,936
166
$2M 0.08%
67,215
-3,579
167
$1.98M 0.08%
39,373
+36,508
168
$1.94M 0.08%
5,578
+147
169
$1.9M 0.08%
9,833
+9,798
170
$1.88M 0.08%
15,727
-44
171
$1.8M 0.08%
25,700
+24,600
172
$1.8M 0.08%
12,901
+12,260
173
$1.76M 0.07%
11,334
+10,651
174
$1.69M 0.07%
7,146
+6,267
175
$1.46M 0.06%
14,196
+13,946
5 6
7
8 9