BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.16B
This Quarter Return
-0.32%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+159.38%
10 Year Return
+260.48%
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
+$14.8M
Cap. Flow %
1.27%
Top 10 Hldgs %
30.46%
Holding
253
New
25
Increased
101
Reduced
71
Closed
1

Top Buys

1
$7.19M
2
$6.31M
3
$1.28M
4
$1.01M
5
$895K

Top Sells

1
$8.98M
2
$6.1M
3
$631K
4
$527K
5
$522K

Sector Composition

1Technology20.62%
2Financials16.81%
3Consumer Discretionary11.24%
4Industrials10.47%
5Healthcare10.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.58M0.14% 13,368
-450
-3%
-$53.3K
$1.53M0.13% 4,400
-47
-1%
-$16.4K
$1.53M0.13% 25,016
-193
-0.8%
-$11.8K
$1.5M0.13% 59,050
+7,231
+14%
+$183K
$1.47M0.13% 8,600
-11
-0.1%
-$1.88K
$1.45M0.12% 19,789
+34
+0.2%
+$2.49K
$1.44M0.12% 8,679
-369
-4%
-$61.3K
$1.43M0.12% 21,125
-360
-2%
-$24.4K
$1.41M0.12% 35,906––
$1.32M0.11% 4,837
-4
-0.1%
-$1.09K
$1.27M0.11% 25,570––
$1.23M0.11% 2,189
+206
+10%
+$116K
$1.23M0.11% 20,412––
$1.22M0.1% 3,908
+330
+9%
+$103K
$1.18M0.1% 18,549
-338
-2%
-$21.4K
$1.12M0.1% 3,668
+80
+2%
+$24.4K
$1.1M0.09% 4,553––
$1.09M0.09% 15,114
+268
+2%
+$19.3K
$1.08M0.09% 18,053
-820
-4%
-$49K
$1.04M0.09% 7,452
+83
+1%
+$11.6K
$1.03M0.09% 5,729
-49,984
-90%
-$8.98M
$1.02M0.09% 8,743
-965
-10%
-$113K
$951K0.08% 8,645
-7
-0.1%
-$770
$945K0.08% 57,600
-1,600
-3%
-$26.2K
$914K0.08% 5,293
+371
+8%
+$64.1K
1 3456711