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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.08%
3,529
+168
127
$358K 0.08%
2,482
-9
128
$350K 0.08%
17,389
129
$349K 0.07%
6,866
130
$329K 0.07%
980
131
$329K 0.07%
1,319
132
$325K 0.07%
4,624
-377
133
$322K 0.07%
2,193
134
$317K 0.07%
1,586
135
$312K 0.07%
7,020
136
$310K 0.07%
3,478
137
$309K 0.07%
35,600
138
$305K 0.07%
257
139
$305K 0.07%
2,577
140
$302K 0.06%
+15,102
141
$301K 0.06%
5,610
142
$298K 0.06%
4,539
-835
143
$295K 0.06%
1,707
+150
144
$278K 0.06%
4,200
145
$270K 0.06%
3,714
-300
146
$269K 0.06%
9,196
147
$268K 0.06%
5,082
148
$266K 0.06%
2,087
149
$265K 0.06%
24,279
150
$265K 0.06%
11,823
4 5
6
7 8