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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.21%
27,393
-70
102
$1.43M 0.2%
25,694
-953
103
$1.33M 0.19%
26,750
-2
104
$1.29M 0.18%
2,300
105
$1.22M 0.17%
155,587
+42,525
106
$1.18M 0.16%
12,474
+3,321
107
$1.16M 0.16%
12,236
-1
108
$1.15M 0.16%
29,061
109
$1.14M 0.16%
6,475
+300
110
$1.07M 0.15%
20,395
111
$1.05M 0.15%
21,772
-600
112
$1.02M 0.14%
23,659
-1,400
113
$891K 0.12%
+5,891
114
$873K 0.12%
20,115
+2,940
115
$797K 0.11%
6,021
116
$767K 0.11%
4,081
+1,395
117
$759K 0.11%
6,089
+285
118
$726K 0.1%
10,448
+502
119
$668K 0.09%
13,755
-202
120
$657K 0.09%
7,335
-175
121
$621K 0.09%
4,344
+164
122
$590K 0.08%
3,895
-2,985
123
$571K 0.08%
4,450
+295
124
$566K 0.08%
9,439
+1,850
125
$564K 0.08%
9,324
3 4
5
6 7