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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.74M 0.75%
25,254
+487
52
$8.02M 0.69%
41,805
-1,140
53
$6.97M 0.6%
35,318
-308
54
$6.59M 0.57%
53,643
+910
55
$6.32M 0.54%
16,156
-328
56
$5.64M 0.48%
10,675
-39
57
$5.53M 0.47%
8
58
$5.33M 0.46%
352,251
-3,860
59
$5.09M 0.44%
13,349
-210
60
$4.89M 0.42%
14,886
-66
61
$4.12M 0.35%
15,210
-163
62
$4.03M 0.35%
14,571
-40
63
$3.89M 0.33%
9,329
-25
64
$3.77M 0.32%
31,018
-2,482
65
$3.75M 0.32%
6,532
+1,786
66
$3.69M 0.32%
9,494
-140
67
$3.51M 0.3%
13,069
-50
68
$3.27M 0.28%
222,581
-4,818
69
$3.25M 0.28%
65,107
+3,689
70
$3.15M 0.27%
176,681
-4,900
71
$3.02M 0.26%
10,130
-119
72
$2.86M 0.25%
15,170
-457
73
$2.83M 0.24%
1,985
+48
74
$2.79M 0.24%
5,636
-204
75
$2.76M 0.24%
6,316
1 2
3
4 5