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
351
$38K 0.01%
+1,200
352
$37K 0.01%
+608
353
$36K 0.01%
+168
354
$35K 0.01%
+1,317
355
$35K 0.01%
+1,900
356
$35K 0.01%
+670
357
$35K 0.01%
+2,958
358
$34K 0.01%
11,000
359
$34K 0.01%
+349
360
$34K 0.01%
+670
361
$34K 0.01%
+1,000
362
$34K 0.01%
+75
363
$33K ﹤0.01%
+404
364
$33K ﹤0.01%
+970
365
$33K ﹤0.01%
+299
366
$32K ﹤0.01%
+2,000
367
$31K ﹤0.01%
+146
368
$31K ﹤0.01%
+885
369
$31K ﹤0.01%
+2,400
370
$30K ﹤0.01%
+2,000
371
$29K ﹤0.01%
+1,096
372
$28K ﹤0.01%
+3,000
373
$28K ﹤0.01%
+340
374
$27K ﹤0.01%
+1,975
375
$27K ﹤0.01%
+472
13 14
15
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