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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.38%
17,733
77
$1.67M 0.36%
24,835
+876
78
$1.67M 0.36%
22,536
-372
79
$1.64M 0.35%
11,305
-260
80
$1.53M 0.33%
11,282
81
$1.49M 0.32%
5
82
$1.47M 0.31%
10,954
83
$1.46M 0.31%
72,314
-1,000
84
$1.39M 0.3%
10,200
85
$1.36M 0.29%
14,017
-75
86
$1.24M 0.27%
25,312
87
$1.13M 0.24%
9,666
-300
88
$1.13M 0.24%
6,249
89
$1.13M 0.24%
61,674
-600
90
$1.13M 0.24%
23,054
91
$1.11M 0.24%
15,144
-750
92
$1.04M 0.22%
30,764
-191
93
$1.04M 0.22%
5,267
-54
94
$1.02M 0.22%
20,395
-400
95
$956K 0.2%
22,337
96
$950K 0.2%
7,646
97
$880K 0.19%
25,784
-2,900
98
$793K 0.17%
10,037
-50
99
$763K 0.16%
23,190
100
$755K 0.16%
14,372
-948
2 3
4
5 6