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
176
$209K 0.03%
+3,672
177
$208K 0.03%
+5,634
178
$207K 0.03%
+1,450
179
$206K 0.03%
+2,893
180
$205K 0.03%
+2,125
181
$204K 0.03%
+2,196
182
$189K 0.03%
+1,032
183
$189K 0.03%
11,884
-1,418
184
$187K 0.03%
+1,910
185
$187K 0.03%
+7,866
186
$186K 0.03%
+968
187
$186K 0.03%
+8,815
188
$180K 0.03%
+948
189
$180K 0.03%
13,550
190
$177K 0.03%
+1,936
191
$176K 0.03%
+5,078
192
$176K 0.03%
+8,945
193
$174K 0.03%
+4,525
194
$171K 0.03%
20,000
195
$170K 0.03%
+7,320
196
$168K 0.02%
+2,180
197
$168K 0.02%
+6,640
198
$167K 0.02%
+7,640
199
$165K 0.02%
+4,485
200
$163K 0.02%
+4,531
6 7
8
9 10