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
176
$1.46M 0.06%
70,450
-630
177
$1.45M 0.06%
18,430
+129
178
$1.42M 0.06%
10,319
+10,148
179
$1.4M 0.06%
22,725
+16,580
180
$1.39M 0.06%
24,226
+7,954
181
$1.34M 0.06%
10,312
+10,230
182
$1.34M 0.06%
+69,452
183
$1.29M 0.05%
17,419
+17,134
184
$1.25M 0.05%
18,950
+13,950
185
$1.25M 0.05%
20,130
-5,290
186
$1.24M 0.05%
7,313
+4,885
187
$1.24M 0.05%
8,490
-243
188
$1.2M 0.05%
+35,829
189
$1.19M 0.05%
+10,254
190
$1.12M 0.05%
9,143
+3
191
$1.12M 0.05%
7,851
+7,701
192
$1.1M 0.05%
22,908
+15,138
193
$1.1M 0.05%
3,880
-17
194
$1.07M 0.05%
6,462
-101
195
$1.06M 0.04%
6,789
196
$1.05M 0.04%
3,101
+306
197
$1.01M 0.04%
6,325
+5,865
198
$972K 0.04%
19,000
199
$967K 0.04%
10,000
-856
200
$948K 0.04%
24,547
6 7
8
9 10