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
176
$329K 0.04%
6,343
+135
177
$326K 0.04%
10,350
178
$321K 0.04%
30,592
+15,992
179
$321K 0.04%
4,610
-80
180
$321K 0.04%
12,796
181
$316K 0.04%
20,097
182
$306K 0.03%
1,000
183
$299K 0.03%
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-60
184
$292K 0.03%
3,350
185
$285K 0.03%
693
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186
$280K 0.03%
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187
$272K 0.03%
5,400
188
$272K 0.03%
14,864
189
$268K 0.03%
465
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190
$251K 0.03%
4,945
191
$249K 0.03%
2,628
192
$248K 0.03%
1,694
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193
$248K 0.03%
+188
194
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713
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195
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+1,142
196
$236K 0.03%
1,909
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197
$233K 0.03%
678
198
$230K 0.03%
4,593
199
$229K 0.03%
7,720
200
$227K 0.03%
3,522
-90
5 6 7
8
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