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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.38%
89,252
-325
77
$2.61M 0.37%
14,460
+333
78
$2.55M 0.36%
10,835
+999
79
$2.28M 0.32%
16,208
80
$2.28M 0.32%
22,483
81
$2.19M 0.31%
11,277
+50
82
$2.18M 0.31%
11,217
-165
83
$2.18M 0.3%
6,599
+3,087
84
$2.17M 0.3%
6,249
85
$2.16M 0.3%
17,343
-500
86
$2.09M 0.29%
57,859
-11,689
87
$2.07M 0.29%
38,709
-2,100
88
$2.05M 0.29%
22,924
+21
89
$1.95M 0.27%
1,705
90
$1.95M 0.27%
54,009
-701
91
$1.92M 0.27%
11,050
+250
92
$1.91M 0.27%
137,068
-34,076
93
$1.83M 0.26%
13,766
-600
94
$1.8M 0.25%
48,672
-2,643
95
$1.76M 0.25%
18,661
+100
96
$1.75M 0.24%
19,775
+1,400
97
$1.7M 0.24%
70,281
-2,520
98
$1.65M 0.23%
29,217
+363
99
$1.64M 0.23%
80,897
-66
100
$1.54M 0.22%
50,163
2 3
4
5 6