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
1
$57M 6.51%
345,722
+9,373
2
$39.4M 4.5%
136,751
-630
3
$25.9M 2.95%
71,147
+55
4
$19M 2.16%
122,376
+930
5
$18.9M 2.15%
333,360
-780
6
$18M 2.05%
164,181
+3,420
7
$17.9M 2.04%
57,829
+3,394
8
$17.7M 2.02%
118,871
+1,012
9
$15.4M 1.76%
30,962
+450
10
$15M 1.71%
144,284
-1,243
11
$14.9M 1.71%
91,568
+1,076
12
$14.8M 1.69%
238,045
+918
13
$14.7M 1.68%
147,295
+4,428
14
$14.6M 1.67%
80,259
-558
15
$14.3M 1.64%
138,174
+6,725
16
$14.3M 1.63%
51,111
+1,774
17
$13M 1.49%
67,155
+909
18
$12.8M 1.46%
160,592
+136,276
19
$12.6M 1.43%
331,654
+7,380
20
$12.5M 1.43%
121,402
+2,730
21
$12.4M 1.41%
61,906
-491
22
$11.6M 1.32%
88,850
+1,655
23
$11.5M 1.32%
40,386
+970
24
$11.4M 1.3%
44,829
-635
25
$11.3M 1.29%
175,560
+160,170
1
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