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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.12M 0.69%
58,068
+1,237
52
$6.85M 0.58%
40,429
-1,376
53
$6.47M 0.55%
52,815
-828
54
$6.24M 0.53%
35,112
-206
55
$5.88M 0.5%
16,209
+53
56
$5.45M 0.46%
8
57
$5.24M 0.45%
14,758
-128
58
$4.98M 0.43%
10,616
-59
59
$4.98M 0.42%
350,091
-2,160
60
$4.45M 0.38%
13,090
-259
61
$4.39M 0.37%
14,806
-404
62
$4.26M 0.36%
14,559
-12
63
$4.13M 0.35%
30,772
-246
64
$3.95M 0.34%
9,329
65
$3.82M 0.33%
6,520
-12
66
$3.74M 0.32%
13,069
67
$3.72M 0.32%
176,681
68
$3.61M 0.31%
221,658
-923
69
$3.51M 0.3%
9,492
-2
70
$3.21M 0.27%
5,625
-11
71
$3.06M 0.26%
24,665
-136
72
$2.93M 0.25%
6,316
73
$2.91M 0.25%
10,031
-99
74
$2.6M 0.22%
1,507
75
$2.57M 0.22%
38,742
-800
1 2
3
4 5