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
501
$7K ﹤0.01%
+675
502
$7K ﹤0.01%
+276
503
$7K ﹤0.01%
+150
504
$7K ﹤0.01%
+136
505
$7K ﹤0.01%
+88
506
$7K ﹤0.01%
+233
507
$7K ﹤0.01%
+20
508
$7K ﹤0.01%
+560
509
$7K ﹤0.01%
+600
510
$7K ﹤0.01%
+65
511
$7K ﹤0.01%
+25
512
$7K ﹤0.01%
+124
513
$6K ﹤0.01%
+1,235
514
$6K ﹤0.01%
+100
515
$6K ﹤0.01%
+100
516
$6K ﹤0.01%
+45
517
$6K ﹤0.01%
+293
518
$6K ﹤0.01%
+5,000
519
$6K ﹤0.01%
+166
520
$6K ﹤0.01%
+105
521
$5K ﹤0.01%
+378
522
$5K ﹤0.01%
+40
523
$5K ﹤0.01%
+112
524
$5K ﹤0.01%
+20
525
$5K ﹤0.01%
+110