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
151
$499K 0.06%
3,011
-200
152
$497K 0.06%
53,226
-3,692
153
$495K 0.06%
2,024
154
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5,051
-15
155
$471K 0.05%
7,012
+150
156
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1,825
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157
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11,401
-100
158
$450K 0.05%
25,688
-160
159
$448K 0.05%
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160
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2,435
161
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-203
162
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13,826
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163
$411K 0.05%
39,597
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164
$410K 0.05%
11,080
165
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3,149
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166
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167
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168
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169
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11,575
170
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171
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173
$338K 0.04%
4,414
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174
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+1,051
175
$330K 0.04%
2,944
-135
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7
8 9