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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.14%
15,052
-161
102
$1.35M 0.14%
19,395
103
$1.33M 0.14%
8,485
-56,577
104
$1.33M 0.14%
6,227
+78
105
$1.32M 0.14%
26,795
+1,450
106
$1.32M 0.14%
19,994
107
$1.3M 0.14%
12,532
-1,412
108
$1.3M 0.13%
25,853
-2,856
109
$1.3M 0.13%
4,996
-47
110
$1.29M 0.13%
37,532
+9
111
$1.22M 0.13%
4,761
112
$1.21M 0.13%
15,129
-50
113
$1.16M 0.12%
30,949
-3,411
114
$1.15M 0.12%
4,431
+38
115
$1.12M 0.12%
19,474
+181
116
$1.1M 0.11%
3,835
+50
117
$1.04M 0.11%
19,737
-480
118
$1.02M 0.11%
71,700
119
$1.01M 0.11%
10,870
-101
120
$974K 0.1%
3,772
-33
121
$959K 0.1%
4,860
+12
122
$883K 0.09%
4,619
123
$845K 0.09%
20,957
-23
124
$797K 0.08%
1,514
+23
125
$788K 0.08%
4,779
-110
3 4
5
6 7