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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.49M 1.19%
78,477
+8
27
$8.3M 1.16%
89,679
+494
28
$8.17M 1.14%
55,559
-111
29
$8.16M 1.14%
121,880
-2,200
30
$8.05M 1.13%
67,241
-105
31
$7.88M 1.1%
131,737
+3,923
32
$7.32M 1.02%
47,015
+580
33
$7.2M 1.01%
82,913
+3,572
34
$7.15M 1%
61,094
+3,325
35
$7.14M 1%
96,167
+5,975
36
$7.03M 0.98%
33,008
-100
37
$6.95M 0.97%
144,829
-3,259
38
$6.84M 0.96%
60,339
+342
39
$6.84M 0.96%
23,257
+4,761
40
$6.79M 0.95%
57,796
+583
41
$6.76M 0.95%
103,924
+1,838
42
$6.75M 0.95%
281,457
-1,487
43
$6.71M 0.94%
109,917
+25,928
44
$6.13M 0.86%
406,632
-35,432
45
$6.12M 0.86%
71,949
-831
46
$6.11M 0.86%
113,552
+2,529
47
$6.08M 0.85%
33,994
+218
48
$6.02M 0.84%
27,575
+4,122
49
$5.88M 0.82%
70,282
+3,214
50
$5.84M 0.82%
95,156
+2,728
1
2
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