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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.55M 0.63%
37,252
-650
52
$5.51M 0.62%
27,166
+1,149
53
$5.33M 0.6%
11,004
-47
54
$5.19M 0.59%
48,335
-3,135
55
$5.08M 0.57%
64,846
-347
56
$4.85M 0.55%
17,759
-2
57
$4.8M 0.54%
10,914
58
$4.45M 0.5%
384,639
-7,700
59
$4.25M 0.48%
8
60
$3.93M 0.44%
15,425
-296
61
$3.81M 0.43%
13,339
62
$3.54M 0.4%
9,392
-25
63
$3.48M 0.39%
14,470
-70
64
$3.47M 0.39%
46,172
+1,707
65
$3.32M 0.37%
56,878
-332
66
$2.97M 0.34%
15,205
67
$2.93M 0.33%
189,309
-3,200
68
$2.92M 0.33%
10,309
+1
69
$2.67M 0.3%
6,147
-100
70
$2.64M 0.3%
11,517
+336
71
$2.61M 0.29%
251,339
-3,360
72
$2.58M 0.29%
6,314
73
$2.39M 0.27%
72,074
-1,057
74
$2.35M 0.27%
1,597
75
$2.35M 0.26%
15,746
1 2
3
4 5