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
$387M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.42M
3
+$784K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$520K
5
EW icon
Edwards Lifesciences
EW
+$494K

Top Sells

1
+$324K
2
+$250K
3
+$229K
4
CMCSA icon
Comcast
CMCSA
+$223K
5
GE icon
GE Aerospace
GE
+$214K

Sector Composition

1 Communication Services 16.83%
2 Financials 14.24%
3 Consumer Staples 13.94%
4 Healthcare 10.2%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.32%
11,565
+89
77
$1.22M 0.32%
5
78
$1.15M 0.3%
152,750
-3,400
79
$1.07M 0.28%
11,545
-10
80
$1.06M 0.27%
21,619
+10,583
81
$1.05M 0.27%
10,266
-700
82
$1.04M 0.27%
21,996
+4,139
83
$1.03M 0.27%
25,936
-1,310
84
$1.01M 0.26%
7,921
-300
85
$1.01M 0.26%
22,802
-400
86
$997K 0.26%
15,835
87
$994K 0.26%
9,589
-250
88
$974K 0.25%
20,795
89
$942K 0.24%
15,042
-342
90
$927K 0.24%
10,350
-240
91
$862K 0.22%
8,510
-1,000
92
$845K 0.22%
28,450
+1,813
93
$806K 0.21%
5,400
-598
94
$778K 0.2%
64,974
-4,896
95
$769K 0.2%
6,249
96
$735K 0.19%
26,984
-2,000
97
$729K 0.19%
17,260
-1,500
98
$709K 0.18%
26,480
-105
99
$685K 0.18%
5,650
100
$662K 0.17%
2,658
+507
2 3
4
5 6