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
$706M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.15M
3
+$788K
4
ROP icon
Roper Technologies
ROP
+$706K
5
ADBE icon
Adobe
ADBE
+$691K

Top Sells

1
+$2.16M
2
+$1.03M
3
+$813K
4
ST icon
Sensata Technologies
ST
+$726K
5
HBAN icon
Huntington Bancshares
HBAN
+$486K

Sector Composition

1 Technology 17.28%
2 Financials 15.92%
3 Healthcare 12.88%
4 Communication Services 11.55%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.7%
34,553
+117
52
$4.91M 0.69%
79,531
-1,460
53
$4.85M 0.69%
64,660
+253
54
$4.79M 0.68%
23,827
+388
55
$4.02M 0.57%
50,956
-535
56
$3.99M 0.56%
185,196
-8,048
57
$3.89M 0.55%
58,166
-700
58
$3.73M 0.53%
11,829
59
$3.62M 0.51%
41,310
-160
60
$3.29M 0.47%
8,320
+1,788
61
$3.2M 0.45%
10
62
$3.2M 0.45%
53,062
-2,215
63
$3.12M 0.44%
95,091
-4,307
64
$3.06M 0.43%
10,287
-474
65
$3.04M 0.43%
13,787
66
$3.03M 0.43%
20,314
-1,001
67
$3.02M 0.43%
329,653
-52,960
68
$3M 0.42%
86,131
-5,629
69
$2.97M 0.42%
237,277
-10,663
70
$2.96M 0.42%
25,645
-150
71
$2.89M 0.41%
67,036
-16,824
72
$2.88M 0.41%
21,498
-694
73
$2.67M 0.38%
46,455
+13,702
74
$2.55M 0.36%
87,692
-3,478
75
$2.5M 0.35%
17,945
-1,835
1 2
3
4 5