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
76
$2.25M 0.33%
44,373
-4,137
77
$2.19M 0.32%
11,370
+234
78
$2.07M 0.3%
33,535
-2,338
79
$2.02M 0.3%
32,753
+17,244
80
$1.98M 0.29%
6,379
+130
81
$1.97M 0.29%
17,017
-3,444
82
$1.83M 0.27%
17,981
-2,790
83
$1.77M 0.26%
18,629
+1,806
84
$1.7M 0.25%
9,675
-765
85
$1.69M 0.25%
18,577
-746
86
$1.69M 0.25%
10,750
-300
87
$1.69M 0.25%
25,278
-770
88
$1.62M 0.24%
69,636
-645
89
$1.54M 0.23%
83,891
-5,377
90
$1.54M 0.23%
1,670
-35
91
$1.5M 0.22%
29,252
+2,214
92
$1.41M 0.21%
15,843
93
$1.37M 0.2%
71,238
-17,491
94
$1.34M 0.2%
16,854
-1,459
95
$1.32M 0.2%
29,122
-245
96
$1.17M 0.17%
13,191
-525
97
$1.1M 0.16%
27,648
98
$1.08M 0.16%
40,343
-7,015
99
$1.07M 0.16%
2,431
+64
100
$1.07M 0.16%
12,211
-25
2 3
4
5 6