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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$732K 0.16%
2,665
102
$697K 0.15%
21,837
-1,034
103
$696K 0.15%
13,638
+4,423
104
$670K 0.14%
3,533
-235
105
$594K 0.13%
5,587
106
$594K 0.13%
28,080
+1,600
107
$569K 0.12%
5,103
+75
108
$569K 0.12%
8,410
-500
109
$558K 0.12%
14,641
-671
110
$548K 0.12%
94,800
-27,800
111
$527K 0.11%
59,400
-1,420
112
$526K 0.11%
3,394
113
$499K 0.11%
12,965
-195
114
$465K 0.1%
3,760
115
$447K 0.1%
318
-20
116
$445K 0.1%
2,824
117
$442K 0.09%
6,140
-97
118
$431K 0.09%
1,614
119
$381K 0.08%
3,763
-30
120
$379K 0.08%
12,573
-92
121
$374K 0.08%
9,758
-858
122
$370K 0.08%
12,097
-8,100
123
$363K 0.08%
5,319
124
$362K 0.08%
10,114
-63
125
$362K 0.08%
9,264
+4
3 4
5
6 7