BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.3M
3
+$1.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$698K

Top Sells

1
+$2.81M
2
+$1.95M
3
+$1.45M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$931K
5
INTC icon
Intel
INTC
+$813K

Sector Composition

1 Technology 18.06%
2 Financials 15.38%
3 Healthcare 13.09%
4 Industrials 11.3%
5 Consumer Staples 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.26%
31,059
+392
27
$10.6M 1.21%
54,458
+277
28
$10.3M 1.18%
96,811
+1,263
29
$10.3M 1.18%
135,106
-19,002
30
$10M 1.15%
47,398
-1,349
31
$9.99M 1.14%
120,759
+3,635
32
$9.87M 1.13%
132,830
+4,438
33
$9.84M 1.12%
99,166
+2
34
$9.73M 1.11%
93,269
+1,349
35
$9.68M 1.11%
95,624
+60
36
$9.6M 1.1%
122,519
+2,163
37
$9.59M 1.09%
97,924
+1,958
38
$9.52M 1.09%
39,853
+756
39
$9.44M 1.08%
31,985
+521
40
$8.98M 1.03%
42,285
+1,406
41
$8.75M 1%
47,059
+886
42
$8.69M 0.99%
99,683
+79
43
$8.46M 0.97%
25,875
+52
44
$8.39M 0.96%
41,707
+1,173
45
$8.39M 0.96%
86,290
+4,541
46
$7.57M 0.86%
30,569
-678
47
$6.93M 0.79%
17,991
+511
48
$6.42M 0.73%
20,378
+342
49
$6.19M 0.71%
38,819
-544
50
$5.81M 0.66%
76,449
+1,398
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