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
251
$90K 0.01%
+2,209
252
$89K 0.01%
+2,850
253
$87K 0.01%
+1,672
254
$87K 0.01%
+6,840
255
$86K 0.01%
+1,500
256
$86K 0.01%
+1,258
257
$85K 0.01%
+863
258
$85K 0.01%
+5,300
259
$82K 0.01%
+300
260
$82K 0.01%
+2,643
261
$81K 0.01%
+2,606
262
$80K 0.01%
+3,665
263
$80K 0.01%
+483
264
$80K 0.01%
+557
265
$79K 0.01%
+902
266
$79K 0.01%
+1,446
267
$78K 0.01%
+4,750
268
$77K 0.01%
+271
269
$76K 0.01%
+1,493
270
$76K 0.01%
+2,943
271
$76K 0.01%
+1,134
272
$76K 0.01%
+462
273
$75K 0.01%
+6,076
274
$74K 0.01%
+1,320
275
$74K 0.01%
+639
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