BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$5.52M
3 +$845K
4
EW icon
Edwards Lifesciences
EW
+$562K
5
BA icon
Boeing
BA
+$507K

Top Sells

1 +$8.55M
2 +$4.32M
3 +$999K
4
CVS icon
CVS Health
CVS
+$605K
5
DIS icon
Walt Disney
DIS
+$461K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,102