BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.16B
This Quarter Return
-0.32%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+159.38%
10 Year Return
+260.48%
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
+$14.8M
Cap. Flow %
1.27%
Top 10 Hldgs %
30.46%
Holding
253
New
25
Increased
101
Reduced
71
Closed
1

Top Buys

1
$7.19M
2
$6.31M
3
$1.28M
4
$1.01M
5
$895K

Top Sells

1
$8.98M
2
$6.1M
3
$631K
4
$527K
5
$522K

Sector Composition

1Technology20.62%
2Financials16.81%
3Consumer Discretionary11.24%
4Industrials10.47%
5Healthcare10.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$15.9M1.37% 42,663
+246
+0.6%
+$91.6K
$14.6M1.26% 162,763
+920
+0.6%
+$82.6K
$14.1M1.22% 30,353
+104
+0.3%
+$48.4K
$13.7M1.18% 25,077
-24
-0.1%
-$13.1K
$13.5M1.16% 101,422
+6,451
+7%
+$856K
$13.4M1.15% 42,667
+266
+0.6%
+$83.4K
$12.9M1.11% 179,703
-2,576
-1%
-$184K
$12.8M1.1% 129,242
+2,021
+2%
+$199K
$12.1M1.05% 23,190
-81
-0.4%
-$42.4K
$11.9M1.03% 43,902
+3,294
+8%
+$895K
$11.6M1% 17,113
+314
+2%
+$213K
$11.6M1% 147,306
+12,843
+10%
+$1.01M
$11.5M0.99% 165,538
+670
+0.4%
+$46.5K
$11.2M0.97% 30,609
+244
+0.8%
+$89.4K
$10.8M0.93% 45,841
+526
+1%
+$124K
$10.8M0.93% 102,817
-790
-0.8%
-$83K
$10.8M0.93% 139,217
+2,764
+2%
+$214K
$10.5M0.9% 26,259
+596
+2%
+$238K
$9.96M0.86% 66,411
-423
-0.6%
-$63.4K
$9.93M0.85% 137,018
+1,281
+0.9%
+$92.8K
$9.3M0.8% 39,893
-353
-0.9%
-$82.3K
$8.35M0.72% 21,767
+1,056
+5%
+$405K
$8.09M0.7% 101,055
+5,130
+5%
+$411K
$7.95M0.68% 62,511
+4,443
+8%
+$565K
$7.36M0.63% 35,117
+5
+0%
+$1.05K
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