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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.24%
16,349
+235
77
$2.27M 0.23%
1,597
78
$2.26M 0.23%
17,878
-440
79
$2.25M 0.23%
4,725
-86
80
$2.16M 0.22%
8,873
-312
81
$2.15M 0.22%
2,128
+6
82
$2.11M 0.22%
43,392
-3,704
83
$2.11M 0.22%
60,765
-510
84
$2.06M 0.21%
19,347
-1,156
85
$2.02M 0.21%
8,562
86
$2M 0.21%
11,730
+48
87
$1.98M 0.21%
7,835
-71
88
$1.94M 0.2%
51,420
-6,651
89
$1.9M 0.2%
65,961
-6,113
90
$1.8M 0.19%
38,208
-3,403
91
$1.79M 0.19%
36,150
+3,250
92
$1.68M 0.17%
23,220
-366
93
$1.66M 0.17%
10,174
-66
94
$1.64M 0.17%
38,480
+3,191
95
$1.62M 0.17%
32,041
-1,135
96
$1.54M 0.16%
30,105
-4,047
97
$1.51M 0.16%
6,384
+74
98
$1.43M 0.15%
85,300
-1,400
99
$1.39M 0.14%
21,330
-638
100
$1.39M 0.14%
28,217
-8,720
2 3
4
5 6