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
276
$73K 0.01%
+6,276
277
$72K 0.01%
+1,200
278
$72K 0.01%
+5,148
279
$72K 0.01%
+1,952
280
$72K 0.01%
+5,781
281
$72K 0.01%
+353
282
$72K 0.01%
+5,684
283
$72K 0.01%
+5,996
284
$71K 0.01%
2,533
-8,427
285
$70K 0.01%
+1,750
286
$70K 0.01%
+2,380
287
$68K 0.01%
9,557
-2,848
288
$68K 0.01%
+340
289
$67K 0.01%
+3,807
290
$66K 0.01%
+6,400
291
$65K 0.01%
+394
292
$64K 0.01%
10,500
-99
293
$64K 0.01%
+1,190
294
$64K 0.01%
+3,650
295
$63K 0.01%
+9,098
296
$62K 0.01%
+240
297
$62K 0.01%
+1,500
298
$62K 0.01%
+5,232
299
$62K 0.01%
+973
300
$61K 0.01%
+500
10 11
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