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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.31%
56,039
+174
27
$12.6M 1.3%
30,592
-231
28
$12.1M 1.26%
94,468
+778
29
$12M 1.25%
40,192
+621
30
$11.6M 1.2%
128,218
-5,227
31
$11.5M 1.19%
44,095
+2,371
32
$11.3M 1.17%
97,495
+210
33
$11.1M 1.15%
31,914
+295
34
$10.9M 1.13%
18,253
+81
35
$10.4M 1.08%
94,394
+414
36
$10.4M 1.07%
42,255
+764
37
$10.3M 1.07%
135,295
+8,073
38
$9.87M 1.02%
41,188
+478
39
$9.83M 1.02%
25,478
-451
40
$9.38M 0.97%
96,332
-328
41
$9.11M 0.94%
96,819
+9,172
42
$8.97M 0.93%
113,642
-8,496
43
$8.62M 0.89%
50,545
+1,780
44
$7.93M 0.82%
102,465
-2,148
45
$7.88M 0.82%
42,246
-983
46
$7.35M 0.76%
27,945
+779
47
$7.21M 0.75%
29,563
+113
48
$7.03M 0.73%
46,256
-2,079
49
$6.33M 0.66%
22,408
-402
50
$6.28M 0.65%
21,566
+523
1
2
3 4 5