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
76
$2.63M 0.3%
15,945
-495
77
$2.58M 0.3%
66,462
-5,068
78
$2.56M 0.29%
45,818
-2,139
79
$2.25M 0.26%
6,310
-195
80
$2.18M 0.25%
43,624
-843
81
$2.07M 0.24%
16,214
-850
82
$2.06M 0.24%
10,096
+1,604
83
$2.05M 0.23%
1,605
-15
84
$2.04M 0.23%
26,696
-7,590
85
$2.02M 0.23%
20,243
-1,045
86
$2M 0.23%
4,888
+421
87
$2M 0.23%
23,365
-300
88
$1.98M 0.23%
9,511
+479
89
$1.98M 0.23%
102,744
-4,775
90
$1.85M 0.21%
10,032
-160
91
$1.82M 0.21%
8,597
-72
92
$1.82M 0.21%
10,600
-72
93
$1.81M 0.21%
7,905
+1
94
$1.8M 0.21%
60,192
-603
95
$1.78M 0.2%
34,073
-37,276
96
$1.77M 0.2%
11,519
+1,112
97
$1.71M 0.2%
50,214
+17,773
98
$1.65M 0.19%
23,601
99
$1.61M 0.18%
2,181
-31
100
$1.54M 0.18%
16,569
-7,998
2 3
4
5 6