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
$387M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.42M
3
+$784K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$520K
5
EW icon
Edwards Lifesciences
EW
+$494K

Top Sells

1
+$324K
2
+$250K
3
+$229K
4
CMCSA icon
Comcast
CMCSA
+$223K
5
GE icon
GE Aerospace
GE
+$214K

Sector Composition

1 Communication Services 16.83%
2 Financials 14.24%
3 Consumer Staples 13.94%
4 Healthcare 10.2%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.78%
83,069
-1,024
52
$3M 0.77%
76,974
+1,384
53
$2.99M 0.77%
41,916
-255
54
$2.95M 0.76%
52,460
+4,021
55
$2.89M 0.75%
73,305
+2,780
56
$2.62M 0.68%
46,907
+2,304
57
$2.61M 0.67%
72,045
+1,960
58
$2.56M 0.66%
51,066
+1,498
59
$2.49M 0.64%
33,915
+5
60
$2.42M 0.63%
77,571
+15,822
61
$2.2M 0.57%
74,202
+1,672
62
$2.04M 0.53%
81,832
+4,265
63
$2.03M 0.52%
65,949
-838
64
$2M 0.52%
29,647
65
$2M 0.52%
45,093
+992
66
$1.99M 0.51%
14,766
-200
67
$1.68M 0.43%
40,270
-494
68
$1.66M 0.43%
16,888
69
$1.66M 0.43%
26,786
+1,304
70
$1.61M 0.42%
1,781
71
$1.61M 0.42%
6,920
-223
72
$1.45M 0.37%
990
+535
73
$1.42M 0.37%
77,874
-6,300
74
$1.32M 0.34%
17,818
-1,000
75
$1.3M 0.34%
19,379
+3,037
1 2
3
4 5