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
51
$5.56M 0.63%
56,875
-4,148
52
$5.28M 0.6%
46,031
+1,383
53
$5.24M 0.6%
64,937
-962
54
$5.11M 0.58%
11,070
-189
55
$5.03M 0.57%
397,764
-3,828
56
$4.95M 0.57%
24,802
+1,262
57
$4.95M 0.57%
11,242
+27
58
$4.62M 0.53%
21,898
+200
59
$4.13M 0.47%
18,056
+278
60
$4.01M 0.46%
17,826
+1,400
61
$3.96M 0.45%
9,594
-161
62
$3.96M 0.45%
13,494
-248
63
$3.72M 0.43%
8
-2
64
$3.7M 0.42%
40,701
+5,116
65
$3.29M 0.38%
14,797
-412
66
$3.27M 0.37%
194,009
-1,250
67
$3.18M 0.36%
20,231
+112
68
$3.1M 0.35%
75,879
-2,303
69
$2.97M 0.34%
10,332
-149
70
$2.94M 0.34%
262,234
-6,546
71
$2.84M 0.32%
57,830
-1,307
72
$2.82M 0.32%
6,314
73
$2.75M 0.31%
39,687
-846
74
$2.72M 0.31%
15,438
-314
75
$2.67M 0.3%
48,845
-3,775
1 2
3
4 5