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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.05M 0.37%
48,280
-2,971
77
$3.02M 0.36%
83,342
+868
78
$2.89M 0.35%
39,819
-453
79
$2.73M 0.33%
75,297
-6,513
80
$2.64M 0.32%
6,379
81
$2.63M 0.32%
18,585
-90
82
$2.63M 0.32%
12,406
+2,906
83
$2.47M 0.3%
18,657
+350
84
$2.44M 0.29%
20,658
+12,639
85
$2.41M 0.29%
8,972
+140
86
$2.37M 0.28%
64,135
-3,696
87
$2.12M 0.26%
22,607
-1,080
88
$2.09M 0.25%
64,890
-2,421
89
$2.08M 0.25%
7,316
-201
90
$1.96M 0.24%
11,818
-477
91
$1.94M 0.23%
49,706
-3,647
92
$1.88M 0.23%
15,843
93
$1.88M 0.23%
97,400
94
$1.85M 0.22%
1,620
95
$1.79M 0.21%
27,343
+8,201
96
$1.7M 0.2%
27,728
-900
97
$1.68M 0.2%
20,647
-7,550
98
$1.67M 0.2%
61,239
-3,463
99
$1.64M 0.2%
28,089
-645
100
$1.62M 0.19%
15,916
+490
2 3
4
5 6