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
426
$18K ﹤0.01%
+400
427
$18K ﹤0.01%
+223
428
$17K ﹤0.01%
+125
429
$17K ﹤0.01%
+100
430
$17K ﹤0.01%
+1,000
431
$17K ﹤0.01%
+194
432
$16K ﹤0.01%
+200
433
$16K ﹤0.01%
+741
434
$16K ﹤0.01%
+132
435
$16K ﹤0.01%
+128
436
$16K ﹤0.01%
+823
437
$16K ﹤0.01%
1,720
-360
438
$15K ﹤0.01%
+1,155
439
$15K ﹤0.01%
+300
440
$15K ﹤0.01%
+100
441
$14K ﹤0.01%
+675
442
$14K ﹤0.01%
+1,000
443
$14K ﹤0.01%
+235
444
$14K ﹤0.01%
+604
445
$14K ﹤0.01%
+162
446
$14K ﹤0.01%
+1,330
447
$14K ﹤0.01%
+210
448
$13K ﹤0.01%
+225
449
$13K ﹤0.01%
+44
450
$13K ﹤0.01%
+43
16 17
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