We are live on ! Find out more
BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.12M
3
+$834K
4
ROP icon
Roper Technologies
ROP
+$743K
5
ADBE icon
Adobe
ADBE
+$655K

Top Sells

1
+$2.03M
2
+$1.03M
3
+$852K
4
ST icon
Sensata Technologies
ST
+$684K
5
HBAN icon
Huntington Bancshares
HBAN
+$493K

Sector Composition

1 Technology 17.28%
2 Financials 15.92%
3 Healthcare 12.88%
4 Communication Services 11.55%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
0
427
– –
0
428
– –
-47
429
– –
-100
430
– –
-100
431
– –
-608
432
– –
-1,830
433
– –
-3,183
434
– –
-2,850
435
– –
-470
436
– –
-2,450
437
– –
-300
438
– –
-41
439
– –
-213
440
– –
-86
441
– –
0
442
– –
-33
443
– –
-868
444
– –
-6,900
445
– –
-88
446
– –
-233
447
– –
-634
448
– –
-300
449
– –
-10
450
– –
-2,018
16 17
18
19 20