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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.26%
79,836
+5,855
77
$2.28M 0.26%
25,871
+300
78
$2.25M 0.25%
18,318
-987
79
$2.24M 0.25%
10,494
-56
80
$2.09M 0.24%
7,906
+1
81
$2.06M 0.23%
4,811
-53
82
$2M 0.23%
9,868
-69
83
$1.98M 0.22%
34,152
-1,964
84
$1.98M 0.22%
47,096
-750
85
$1.9M 0.21%
9,185
-192
86
$1.88M 0.21%
61,275
87
$1.88M 0.21%
58,071
-4,169
88
$1.86M 0.21%
41,611
-2,380
89
$1.82M 0.2%
11,682
-44
90
$1.79M 0.2%
16,114
-100
91
$1.79M 0.2%
2,122
92
$1.78M 0.2%
33,176
-640
93
$1.71M 0.19%
20,503
+210
94
$1.69M 0.19%
8,562
-15
95
$1.64M 0.18%
23,586
+17
96
$1.51M 0.17%
36,937
-344
97
$1.44M 0.16%
10,240
-55
98
$1.43M 0.16%
32,900
+250
99
$1.41M 0.16%
21,968
-885
100
$1.34M 0.15%
6,310
+20
2 3
4
5 6