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
451
$13K ﹤0.01%
+202
452
$13K ﹤0.01%
+554
453
$12K ﹤0.01%
+22
454
$12K ﹤0.01%
+2,658
455
$12K ﹤0.01%
+425
456
$12K ﹤0.01%
+450
457
$12K ﹤0.01%
+43
458
$12K ﹤0.01%
+81
459
$12K ﹤0.01%
+1,378
460
$12K ﹤0.01%
+206
461
$12K ﹤0.01%
+200
462
$12K ﹤0.01%
+300
463
$12K ﹤0.01%
+100
464
$11K ﹤0.01%
+1,000
465
$11K ﹤0.01%
+97
466
$11K ﹤0.01%
+250
467
$11K ﹤0.01%
+1,000
468
$11K ﹤0.01%
+150
469
$10K ﹤0.01%
+315
470
$10K ﹤0.01%
+32
471
$10K ﹤0.01%
+526
472
$10K ﹤0.01%
+120
473
$10K ﹤0.01%
+575
474
$10K ﹤0.01%
+50
475
$10K ﹤0.01%
+300
17 18
19
20 21