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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.75M 1.17%
87,282
-546
27
$9.51M 1.14%
90,728
+3,333
28
$9.24M 1.11%
55,404
-1,246
29
$9.11M 1.09%
100,937
-2,366
30
$9.04M 1.09%
37,123
+507
31
$8.96M 1.08%
29,356
+1,614
32
$8.69M 1.04%
131,352
-2,567
33
$8.44M 1.01%
112,218
+3,060
34
$8.43M 1.01%
30,094
-750
35
$8.37M 1.01%
32,305
-430
36
$7.93M 0.95%
50,137
-1,036
37
$7.92M 0.95%
141,880
+2,452
38
$7.86M 0.94%
24,023
+264
39
$7.65M 0.92%
32,239
-1,248
40
$7.64M 0.92%
457,552
-13,824
41
$7.63M 0.92%
34,622
+1,115
42
$7.42M 0.89%
46,999
-208
43
$7.34M 0.88%
27,315
-2,386
44
$7.08M 0.85%
37,483
+1,877
45
$7.02M 0.84%
14,766
+676
46
$6.62M 0.8%
90,046
+10,250
47
$6.36M 0.76%
71,328
-817
48
$6.25M 0.75%
97,607
-14,855
49
$6.24M 0.75%
52,843
+84
50
$5.54M 0.67%
62,391
-334
1
2
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