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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.22%
2,022
+37
77
$2.52M 0.21%
15,099
-71
78
$2.51M 0.21%
65,811
+704
79
$2.5M 0.21%
20,574
+242
80
$2.44M 0.21%
15,873
-73
81
$2.42M 0.21%
4,068
-73
82
$2.41M 0.21%
12,314
+32
83
$2.28M 0.19%
10,390
+218
84
$2.21M 0.19%
7,844
+1
85
$1.91M 0.16%
8,139
-85
86
$1.9M 0.16%
21,070
-1,360
87
$1.9M 0.16%
58,850
-136
88
$1.87M 0.16%
48,759
-1,389
89
$1.86M 0.16%
6,410
90
$1.81M 0.15%
33,612
-419
91
$1.79M 0.15%
9,048
-704
92
$1.73M 0.15%
7,620
-175
93
$1.65M 0.14%
72,580
-200
94
$1.64M 0.14%
19,395
95
$1.63M 0.14%
23,231
-593
96
$1.63M 0.14%
4,750
+20
97
$1.56M 0.13%
39,132
-2,345
98
$1.52M 0.13%
8,611
-19
99
$1.52M 0.13%
13,818
-692
100
$1.52M 0.13%
35,906
-10
2 3
4
5 6