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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.29%
30,823
-161
27
$10.8M 1.22%
133,445
-2,831
28
$10.8M 1.22%
39,571
-165
29
$10.4M 1.18%
101,330
+689
30
$10.3M 1.16%
93,690
+390
31
$10.1M 1.14%
65,062
-1,894
32
$9.55M 1.08%
31,619
+2
33
$9.33M 1.05%
96,660
-343
34
$9.3M 1.05%
40,710
+338
35
$9.27M 1.04%
18,172
+36
36
$9.1M 1.03%
93,980
-593
37
$8.81M 0.99%
127,222
+5,184
38
$8.65M 0.98%
43,229
-535
39
$8.53M 0.96%
122,138
-10,194
40
$8.45M 0.95%
41,491
-346
41
$8.39M 0.95%
25,929
+43
42
$8.11M 0.91%
87,647
+957
43
$8M 0.9%
41,724
-260
44
$7.86M 0.89%
104,613
-21,365
45
$7.75M 0.87%
48,765
-336
46
$7.61M 0.86%
29,450
-636
47
$7.25M 0.82%
100,785
+2,602
48
$6.82M 0.77%
21,043
+564
49
$5.91M 0.67%
46,592
+114
50
$5.82M 0.66%
22,810
+428
1
2
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