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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.23%
96,985
-93
27
$14.4M 1.23%
25,101
-55
28
$14.2M 1.21%
164,868
+1,260
29
$14.2M 1.21%
127,221
+631
30
$14M 1.19%
96,619
-190
31
$13.5M 1.15%
112,022
+1,457
32
$13.5M 1.15%
40,608
+647
33
$12.7M 1.08%
30,249
-224
34
$11.8M 1.01%
30,365
-711
35
$11.8M 1%
23,271
+511
36
$11.3M 0.97%
182,279
-6,773
37
$11.3M 0.97%
98,426
+545
38
$10.9M 0.93%
289,309
-7,780
39
$10.7M 0.92%
94,971
-423
40
$10.6M 0.9%
16,799
-2,390
41
$10.5M 0.89%
134,463
+18,676
42
$10.4M 0.89%
55,713
+420
43
$10.3M 0.88%
45,315
-148
44
$10.3M 0.88%
103,607
-48
45
$10.2M 0.87%
66,834
-1,260
46
$10M 0.86%
135,737
-4,288
47
$9.93M 0.85%
40,246
-131
48
$9.22M 0.79%
25,663
+409
49
$9.21M 0.79%
20,711
+690
50
$8.68M 0.74%
95,925
+1,140
1
2
3 4 5