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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.19%
42,188
-1,850
102
$1.5M 0.18%
10,811
103
$1.44M 0.17%
7,395
-300
104
$1.44M 0.17%
11,315
-495
105
$1.44M 0.17%
16,937
+642
106
$1.36M 0.16%
4,916
+1,949
107
$1.36M 0.16%
68,043
108
$1.3M 0.16%
8,849
+41
109
$1.29M 0.16%
3,262
+205
110
$1.28M 0.15%
2,172
-89
111
$1.21M 0.14%
26,610
+2,793
112
$1.2M 0.14%
5,815
+239
113
$1.14M 0.14%
22,320
-397
114
$1.09M 0.13%
26,711
-1,120
115
$1.08M 0.13%
5,065
-5
116
$1.07M 0.13%
5,869
117
$1M 0.12%
27,759
-5,838
118
$995K 0.12%
19,395
119
$945K 0.11%
26,685
-1,635
120
$936K 0.11%
5,946
121
$884K 0.11%
4,176
-23
122
$838K 0.1%
16,099
+7,122
123
$823K 0.1%
70,050
-6,612
124
$818K 0.1%
13,703
+780
125
$797K 0.1%
10,503
-25
3 4
5
6 7