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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.15%
35,289
+487
102
$1.3M 0.15%
86,700
-13,226
103
$1.3M 0.15%
34,360
-8,400
104
$1.29M 0.15%
19,994
-400
105
$1.25M 0.14%
25,345
-40
106
$1.23M 0.14%
19,395
107
$1.21M 0.14%
13,944
-695
108
$1.19M 0.13%
15,213
-359
109
$1.16M 0.13%
6,149
110
$1.12M 0.13%
15,179
111
$1.11M 0.13%
5,043
-25
112
$1.08M 0.12%
20,217
113
$1.06M 0.12%
19,293
-73
114
$1.02M 0.12%
28,709
-650
115
$1.02M 0.11%
3,785
116
$1.01M 0.11%
4,393
+1
117
$950K 0.11%
37,523
-450
118
$899K 0.1%
71,700
119
$896K 0.1%
10,971
120
$882K 0.1%
20,980
121
$843K 0.1%
4,848
122
$797K 0.09%
4,761
123
$792K 0.09%
4,619
124
$783K 0.09%
36,867
125
$757K 0.09%
3,805
-5
3 4
5
6 7