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
201
$161K 0.02%
+989
202
$160K 0.02%
+1,365
203
$153K 0.02%
+337
204
$150K 0.02%
45,600
-2,000
205
$149K 0.02%
+2,018
206
$148K 0.02%
+1,255
207
$148K 0.02%
+9,977
208
$144K 0.02%
+2,340
209
$143K 0.02%
+1,065
210
$141K 0.02%
+143
211
$141K 0.02%
24,279
212
$138K 0.02%
+1,750
213
$138K 0.02%
+9,400
214
$134K 0.02%
12,167
215
$134K 0.02%
+2,450
216
$131K 0.02%
+5,000
217
$131K 0.02%
+960
218
$130K 0.02%
+3,410
219
$129K 0.02%
18,778
220
$127K 0.02%
+13,360
221
$127K 0.02%
+9,947
222
$125K 0.02%
+8,484
223
$123K 0.02%
+8,503
224
$121K 0.02%
+9,700
225
$121K 0.02%
+335
7 8
9
10 11