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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.53M 0.13%
19,395
102
$1.45M 0.12%
4,788
103
$1.4M 0.12%
18,923
-827
104
$1.39M 0.12%
4,447
105
$1.35M 0.12%
23,824
-1,061
106
$1.33M 0.11%
4,730
107
$1.32M 0.11%
19,949
108
$1.31M 0.11%
8,630
-219
109
$1.3M 0.11%
25,191
-724
110
$1.28M 0.11%
15,208
+155
111
$1.28M 0.11%
25,570
-1,225
112
$1.26M 0.11%
7,369
113
$1.22M 0.11%
4,450
+19
114
$1.16M 0.1%
3,613
-170
115
$1.14M 0.1%
1,980
+634
116
$1.11M 0.1%
8,109
-280
117
$1.08M 0.09%
4,552
-1,675
118
$1.07M 0.09%
65,200
119
$1.04M 0.09%
20,412
-115
120
$1.03M 0.09%
4,226
-10
121
$1.01M 0.09%
9,708
122
$942K 0.08%
4,689
123
$920K 0.08%
3,339
-963
124
$918K 0.08%
3,600
-207
125
$886K 0.08%
11,412
3 4
5
6 7