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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.13%
4,447
102
$1.47M 0.13%
15,916
-13
103
$1.43M 0.12%
25,209
+18
104
$1.42M 0.12%
4,490
+40
105
$1.37M 0.12%
51,819
-3,247
106
$1.33M 0.11%
5,533
+981
107
$1.29M 0.11%
18,887
-357
108
$1.28M 0.11%
21,485
-1,364
109
$1.28M 0.11%
4,841
+53
110
$1.27M 0.11%
25,570
111
$1.24M 0.11%
19,755
-194
112
$1.23M 0.1%
7,369
113
$1.22M 0.1%
9,708
114
$1.2M 0.1%
18,873
-50
115
$1.18M 0.1%
3,588
-12
116
$1.17M 0.1%
1,983
+3
117
$1.09M 0.09%
8,652
+543
118
$1.07M 0.09%
20,412
119
$1.06M 0.09%
14,846
-362
120
$1.02M 0.09%
4,226
121
$1.02M 0.09%
59,200
-6,000
122
$1.01M 0.09%
15,510
-447
123
$933K 0.08%
3,578
-35
124
$916K 0.08%
4,553
-136
125
$880K 0.08%
11,149
-263
3 4
5
6 7