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
101
$1.51M 0.17%
40,321
-1,940
102
$1.51M 0.17%
30,575
-250
103
$1.46M 0.17%
16,577
-1,776
104
$1.36M 0.16%
10,399
+1,341
105
$1.31M 0.15%
32,103
+199
106
$1.27M 0.15%
6,240
+16
107
$1.25M 0.14%
15,279
-242
108
$1.17M 0.13%
6,179
-184
109
$1.16M 0.13%
5,093
-142
110
$1.15M 0.13%
20,055
-100
111
$1.14M 0.13%
30,038
112
$1.13M 0.13%
19,395
113
$1.09M 0.12%
72,328
-1,687
114
$1.02M 0.12%
38,473
-490
115
$1.02M 0.12%
20,802
-4,737
116
$1.02M 0.12%
4,522
-180
117
$1.01M 0.12%
36,450
+9,580
118
$994K 0.11%
30,425
-24,895
119
$965K 0.11%
39,539
-500
120
$963K 0.11%
10,971
-1,474
121
$947K 0.11%
20,145
-5,060
122
$906K 0.1%
71,803
123
$897K 0.1%
20,099
-1,000
124
$858K 0.1%
4,684
+904
125
$857K 0.1%
3,810
-50
3 4
5
6 7