BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
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 11.36%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+308
527
$5K ﹤0.01%
+75
528
$5K ﹤0.01%
+224
529
$5K ﹤0.01%
+300
530
$5K ﹤0.01%
+14
531
$5K ﹤0.01%
+33
532
$5K ﹤0.01%
+26
533
$5K ﹤0.01%
+287
534
$5K ﹤0.01%
+115
535
$5K ﹤0.01%
+7,500
536
$5K ﹤0.01%
+67
537
$5K ﹤0.01%
+68
538
$5K ﹤0.01%
+200
539
$5K ﹤0.01%
+334
540
$5K ﹤0.01%
+42
541
$5K ﹤0.01%
+378
542
$5K ﹤0.01%
+300
543
$4K ﹤0.01%
+243
544
$4K ﹤0.01%
+40
545
$4K ﹤0.01%
+160
546
$4K ﹤0.01%
+40
547
$4K ﹤0.01%
+68
548
$4K ﹤0.01%
+25
549
$4K ﹤0.01%
+56
550
$4K ﹤0.01%
+41
20 21
22
23 24