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
326
$46K 0.01%
+1,524
327
$45K 0.01%
+2,400
328
$45K 0.01%
+550
329
$45K 0.01%
+1,466
330
$45K 0.01%
+1,750
331
$45K 0.01%
+397
332
$43K 0.01%
+130
333
$43K 0.01%
+245
334
$42K 0.01%
+2,000
335
$42K 0.01%
+4,300
336
$42K 0.01%
+400
337
$42K 0.01%
+300
338
$42K 0.01%
+585
339
$41K 0.01%
+988
340
$40K 0.01%
+371
341
$40K 0.01%
+1,200
342
$40K 0.01%
+1,050
343
$39K 0.01%
+400
344
$39K 0.01%
+439
345
$39K 0.01%
+6,900
346
$38K 0.01%
+652
347
$38K 0.01%
+760
348
$38K 0.01%
+812
349
$38K 0.01%
+3,900
350
$38K 0.01%
+800
12 13
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