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
201
$922K 0.04%
17,013
+14,312
202
$866K 0.04%
33,397
+52
203
$866K 0.04%
19,561
-1,000
204
$825K 0.03%
27,832
-900
205
$821K 0.03%
36,112
-3,022
206
$791K 0.03%
2,888
+51
207
$785K 0.03%
6,977
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208
$764K 0.03%
13,642
209
$755K 0.03%
3,360
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210
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10,700
+6,720
211
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3,808
-5
212
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314
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213
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+7,310
214
$718K 0.03%
3,038
215
$716K 0.03%
7,550
+5,532
216
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2,106
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217
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218
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10,492
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219
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220
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15,656
221
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+49,001
222
$652K 0.03%
5,359
+4,645
223
$639K 0.03%
14,335
+500
224
$628K 0.03%
22,811
-21,000
225
$625K 0.03%
7,716
+1,556
7 8
9
10 11