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
201
$226K 0.03%
1,210
202
$223K 0.03%
4,090
203
$221K 0.03%
2,700
204
$220K 0.03%
18,027
205
$215K 0.02%
2,590
-18
206
$212K 0.02%
7,401
-1,166
207
$210K 0.02%
4,395
-185
208
$206K 0.02%
20,550
209
$201K 0.02%
+1,300
210
$200K 0.02%
6,450
211
$199K 0.02%
18,778
212
$166K 0.02%
10,947
213
$162K 0.02%
12,853
-3,153
214
$143K 0.02%
15,010
215
$128K 0.01%
10,220
216
$98K 0.01%
11,933
217
$33.5K ﹤0.01%
11,000
218
$18K ﹤0.01%
15,039
-300
219
– –
-55,116
220
– –
-9,400
221
– –
-2,454
222
– –
-5,708
223
– –
-5,222
224
– –
-8,788
5 6 7 8
9