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
376
$27K ﹤0.01%
+872
377
$27K ﹤0.01%
+200
378
$26K ﹤0.01%
+1,000
379
$26K ﹤0.01%
+1,742
380
$26K ﹤0.01%
+443
381
$26K ﹤0.01%
+175
382
$25K ﹤0.01%
+1,560
383
$24K ﹤0.01%
+200
384
$24K ﹤0.01%
+950
385
$24K ﹤0.01%
+165
386
$24K ﹤0.01%
+350
387
$24K ﹤0.01%
+2,794
388
$24K ﹤0.01%
+1,246
389
$24K ﹤0.01%
+1,200
390
$23K ﹤0.01%
+435
391
$23K ﹤0.01%
+700
392
$23K ﹤0.01%
+300
393
$23K ﹤0.01%
+688
394
$22K ﹤0.01%
+690
395
$22K ﹤0.01%
+240
396
$22K ﹤0.01%
+1,000
397
$22K ﹤0.01%
+300
398
$22K ﹤0.01%
+300
399
$21K ﹤0.01%
+300
400
$21K ﹤0.01%
+300
14 15
16
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