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
51
$4.51M 0.67%
64,407
-3,568
52
$4.45M 0.66%
80,991
-582
53
$4.41M 0.65%
193,244
-4,134
54
$4.37M 0.64%
34,436
-368
55
$4.27M 0.63%
58,866
-4,445
56
$4.18M 0.62%
51,491
+25
57
$4.18M 0.62%
99,398
-7,437
58
$4.07M 0.6%
41,470
-2,987
59
$4.05M 0.6%
73,105
-380
60
$3.82M 0.56%
247,940
-26,075
61
$3.64M 0.54%
11,829
-70
62
$3.46M 0.51%
382,613
-7,904
63
$3.25M 0.48%
55,277
-3,287
64
$3.15M 0.46%
91,170
-3,135
65
$3.12M 0.46%
83,860
-15,179
66
$2.94M 0.43%
19,780
-855
67
$2.94M 0.43%
13,787
68
$2.89M 0.43%
22,192
-353
69
$2.85M 0.42%
91,760
-844
70
$2.84M 0.42%
110,986
-7,219
71
$2.73M 0.4%
25,795
-675
72
$2.7M 0.4%
21,315
-973
73
$2.67M 0.39%
10
-2
74
$2.6M 0.38%
10,761
-374
75
$2.54M 0.37%
6,532
+3,640
1 2
3
4 5