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
476
$10K ﹤0.01%
+100
477
$9K ﹤0.01%
+100
478
$9K ﹤0.01%
+500
479
$9K ﹤0.01%
+125
480
$9K ﹤0.01%
+34
481
$9K ﹤0.01%
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482
$9K ﹤0.01%
+531
483
$9K ﹤0.01%
+324
484
$9K ﹤0.01%
+1,000
485
$9K ﹤0.01%
+4,000
486
$9K ﹤0.01%
+650
487
$9K ﹤0.01%
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488
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+175
489
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+1,236
490
$8K ﹤0.01%
+276
491
$8K ﹤0.01%
+40
492
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495
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+515
496
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+140
497
$8K ﹤0.01%
+625
498
$8K ﹤0.01%
+68
499
$7K ﹤0.01%
+55
500
$7K ﹤0.01%
+450