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
301
$61K 0.01%
+3,500
302
$61K 0.01%
+6,255
303
$61K 0.01%
+5,700
304
$59K 0.01%
+580
305
$59K 0.01%
+1,800
306
$58K 0.01%
+3,626
307
$58K 0.01%
+1,135
308
$57K 0.01%
+400
309
$57K 0.01%
+1,035
310
$56K 0.01%
+5,529
311
$55K 0.01%
+4,775
312
$55K 0.01%
+7,534
313
$54K 0.01%
+1,300
314
$54K 0.01%
+1,073
315
$53K 0.01%
+500
316
$53K 0.01%
+1,830
317
$52K 0.01%
+315
318
$52K 0.01%
+1,010
319
$50K 0.01%
+541
320
$50K 0.01%
+930
321
$49K 0.01%
+826
322
$49K 0.01%
+1,642
323
$49K 0.01%
+1,150
324
$48K 0.01%
+1,000
325
$47K 0.01%
+800
11 12
13
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