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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.08M 0.63%
11,159
+155
52
$5.79M 0.6%
47,903
+1,311
53
$5.76M 0.6%
37,194
-58
54
$5.51M 0.57%
381,339
-3,300
55
$5.16M 0.53%
17,439
-320
56
$5.1M 0.53%
10,898
-16
57
$4.66M 0.48%
14,929
-496
58
$4.34M 0.45%
8
59
$4.09M 0.42%
13,179
-160
60
$3.74M 0.39%
9,354
-38
61
$3.46M 0.36%
42,615
-3,557
62
$3.44M 0.36%
186,570
-2,739
63
$3.37M 0.35%
14,455
-15
64
$3.36M 0.35%
15,103
-102
65
$3.34M 0.35%
90,566
+10,730
66
$3.16M 0.33%
248,086
-3,253
67
$2.92M 0.3%
56,177
-701
68
$2.91M 0.3%
15,534
-212
69
$2.84M 0.29%
6,127
-20
70
$2.82M 0.29%
10,310
+1
71
$2.82M 0.29%
6,316
+2
72
$2.57M 0.27%
25,234
-637
73
$2.53M 0.26%
11,263
-254
74
$2.52M 0.26%
10,473
-21
75
$2.4M 0.25%
9,833
-35
1 2
3
4 5