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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.27%
30,755
27
$5.85M 1.25%
111,820
-800
28
$5.83M 1.25%
33,035
+201
29
$5.72M 1.23%
194,927
-5,791
30
$5.63M 1.21%
79,342
-311
31
$5.59M 1.2%
75,954
-1,239
32
$5.55M 1.19%
116,235
-2,962
33
$5.54M 1.19%
160,451
+466
34
$5.42M 1.16%
50,231
+1,060
35
$5.25M 1.12%
33,924
+1,193
36
$5.21M 1.12%
60,179
-3,323
37
$5.08M 1.09%
88,941
-517
38
$5.08M 1.09%
71,947
+2,503
39
$5.01M 1.07%
312,585
+8,760
40
$4.98M 1.07%
72,339
-3,029
41
$4.67M 1%
18,353
+249
42
$4.67M 1%
91,402
+2,325
43
$4.62M 0.99%
57,241
-189
44
$4.55M 0.97%
38,171
-13
45
$4.32M 0.93%
78,073
-673
46
$4.11M 0.88%
36,219
47
$4.04M 0.87%
76,411
+1,158
48
$3.95M 0.85%
85,649
+5,422
49
$3.82M 0.82%
26,015
+111
50
$3.76M 0.81%
61,318
+953
1
2
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