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
126
$842K 0.1%
3,485
-14
127
$824K 0.09%
58,926
+4,234
128
$809K 0.09%
7,765
+5,319
129
$807K 0.09%
4,848
-355
130
$769K 0.09%
9,973
-381
131
$768K 0.09%
1,626
+642
132
$741K 0.08%
21,753
-1,884
133
$736K 0.08%
58,820
-13
134
$730K 0.08%
10,203
-74
135
$727K 0.08%
12,069
136
$704K 0.08%
7,091
-1,235
137
$668K 0.08%
4,939
-47
138
$653K 0.07%
4,761
139
$642K 0.07%
6,914
-502
140
$636K 0.07%
15,732
-150
141
$610K 0.07%
4,419
+80
142
$602K 0.07%
13,162
+601
143
$596K 0.07%
20,502
-1,275
144
$588K 0.07%
8,410
-100
145
$578K 0.07%
+7,041
146
$530K 0.06%
1,121
-135
147
$522K 0.06%
10,457
-2,559
148
$504K 0.06%
16,790
149
$504K 0.06%
3,735
150
$499K 0.06%
27,219
-400
4 5
6
7 8