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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.8%
68,152
+3,818
52
$3.68M 0.79%
45,409
-170
53
$3.66M 0.79%
52,542
+1,532
54
$3.55M 0.76%
94,539
+4,119
55
$3.39M 0.73%
40,564
+1,121
56
$3.35M 0.72%
+23,308
57
$3.3M 0.71%
55,602
-882
58
$3.19M 0.68%
49,333
+243
59
$3.1M 0.67%
63,720
-7,135
60
$3.1M 0.66%
57,727
+1,153
61
$3.1M 0.66%
1,782
+158
62
$2.94M 0.63%
77,853
+200
63
$2.88M 0.62%
14,666
-100
64
$2.75M 0.59%
71,100
-4,086
65
$2.68M 0.57%
130,734
+20,595
66
$2.14M 0.46%
62,312
-1,803
67
$2.1M 0.45%
6,860
68
$2.03M 0.43%
1,781
69
$2.03M 0.43%
16,638
70
$2M 0.43%
23,416
-16,282
71
$1.98M 0.42%
19,500
+1,000
72
$1.97M 0.42%
27,532
-715
73
$1.96M 0.42%
28,742
+20
74
$1.89M 0.4%
38,925
-790
75
$1.77M 0.38%
16,976
+4,311
1 2
3
4 5