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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.63%
68,391
+12,508
52
$5.2M 0.62%
61,607
-5,902
53
$5.14M 0.62%
223,934
-9,491
54
$4.87M 0.59%
83,824
-4,137
55
$4.82M 0.58%
90,936
-69
56
$4.81M 0.58%
92,975
-16,542
57
$4.65M 0.56%
295,853
-4,949
58
$4.58M 0.55%
19,739
-556
59
$4.55M 0.55%
42,055
+2,050
60
$4.54M 0.54%
56,894
-1,272
61
$4.09M 0.49%
73,281
-1,699
62
$4M 0.48%
174,794
-6,413
63
$3.86M 0.46%
10
64
$3.83M 0.46%
10,250
-350
65
$3.79M 0.45%
9,387
+414
66
$3.75M 0.45%
11,600
-229
67
$3.74M 0.45%
49,266
-700
68
$3.66M 0.44%
13,787
69
$3.45M 0.41%
14,999
+1,397
70
$3.41M 0.41%
21,180
-31
71
$3.24M 0.39%
17,205
-280
72
$3.23M 0.39%
25,525
-170
73
$3.23M 0.39%
11,474
+1,072
74
$3.18M 0.38%
54,857
-5,027
75
$3.07M 0.37%
12,489
+2,253
1 2
3
4 5