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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.82%
197,859
+2,401
52
$5.37M 0.75%
99,631
+1
53
$5.13M 0.72%
22,324
+650
54
$5.08M 0.71%
65,611
55
$4.75M 0.67%
83,109
-72
56
$4.42M 0.62%
13
57
$4.41M 0.62%
34,398
+235
58
$4.41M 0.62%
53,192
+1,145
59
$4.2M 0.59%
67,674
-8,806
60
$4.11M 0.58%
49,088
-5,713
61
$4.1M 0.57%
11,932
+339
62
$3.94M 0.55%
44,557
+1,756
63
$3.91M 0.55%
60,920
+2,543
64
$3.89M 0.54%
73,770
+108
65
$3.59M 0.5%
89,383
-20,843
66
$3.54M 0.5%
38,300
+15,480
67
$3.53M 0.49%
20,730
+857
68
$3.5M 0.49%
94,144
-5,065
69
$3.42M 0.48%
96,449
-2,390
70
$3.37M 0.47%
22,814
+1,164
71
$3.31M 0.46%
22,386
+181
72
$2.88M 0.4%
22,501
-2,433
73
$2.85M 0.4%
27,345
+75
74
$2.79M 0.39%
13,787
75
$2.79M 0.39%
13,274
+4,439
1 2
3
4 5