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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.23%
20,332
-341
77
$2.71M 0.23%
24,801
-163
78
$2.71M 0.23%
15,946
-58
79
$2.43M 0.21%
12,282
+502
80
$2.42M 0.21%
39,542
81
$2.36M 0.2%
1,507
82
$2.25M 0.19%
10,172
-226
83
$2.15M 0.18%
7,843
+146
84
$2.1M 0.18%
50,148
-3,781
85
$2.04M 0.18%
8,224
-250
86
$2.04M 0.17%
58,986
-347
87
$1.97M 0.17%
34,031
-2,581
88
$1.88M 0.16%
7,795
-19,516
89
$1.86M 0.16%
41,477
-1,383
90
$1.81M 0.16%
6,410
+79
91
$1.81M 0.16%
22,430
+490
92
$1.76M 0.15%
14,510
-1,475
93
$1.69M 0.15%
9,752
-415
94
$1.68M 0.14%
22,849
-101
95
$1.65M 0.14%
4,141
-35
96
$1.63M 0.14%
15,929
+34
97
$1.6M 0.14%
72,780
-2,143
98
$1.59M 0.14%
55,066
-218
99
$1.55M 0.13%
19,244
-151
100
$1.54M 0.13%
35,916
+200
2 3
4
5 6