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
401
$21K ﹤0.01%
+2,050
402
$21K ﹤0.01%
+218
403
$21K ﹤0.01%
+500
404
$21K ﹤0.01%
+534
405
$20K ﹤0.01%
+100
406
$20K ﹤0.01%
+840
407
$20K ﹤0.01%
+2,000
408
$20K ﹤0.01%
+109
409
$20K ﹤0.01%
+1,318
410
$20K ﹤0.01%
+1,699
411
$20K ﹤0.01%
+700
412
$20K ﹤0.01%
+115
413
$19K ﹤0.01%
+269
414
$19K ﹤0.01%
+900
415
$19K ﹤0.01%
+351
416
$19K ﹤0.01%
+310
417
$19K ﹤0.01%
+100
418
$19K ﹤0.01%
+1,578
419
$19K ﹤0.01%
+220
420
$19K ﹤0.01%
+150
421
$19K ﹤0.01%
+93
422
$19K ﹤0.01%
+504
423
$18K ﹤0.01%
+739
424
$18K ﹤0.01%
+661
425
$18K ﹤0.01%
+400
15 16
17
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