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
$678M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.41M
3
+$1.15M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
ADBE icon
Adobe
ADBE
+$936K

Top Sells

1
+$996K
2
+$682K
3
+$632K
4
ST icon
Sensata Technologies
ST
+$565K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$535K

Sector Composition

1 Technology 17.04%
2 Financials 16.42%
3 Healthcare 12.89%
4 Communication Services 11.33%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.02%
+1,925
227
$120K 0.02%
+3,210
228
$118K 0.02%
+2,229
229
$118K 0.02%
10,150
230
$117K 0.02%
+3,040
231
$116K 0.02%
+470
232
$116K 0.02%
+5,000
233
$114K 0.02%
+1,865
234
$112K 0.02%
+2,334
235
$109K 0.02%
+6,450
236
$106K 0.02%
+3,248
237
$105K 0.02%
+5,700
238
$105K 0.02%
+1,920
239
$105K 0.02%
12,350
240
$104K 0.02%
+3,780
241
$104K 0.02%
+2,920
242
$101K 0.01%
+868
243
$100K 0.01%
+1,364
244
$99K 0.01%
+9,120
245
$99K 0.01%
+2,330
246
$98K 0.01%
+2,059
247
$97K 0.01%
+791
248
$97K 0.01%
+2,660
249
$97K 0.01%
+2,505
250
$91K 0.01%
+5,990
8 9
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