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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.08%
29,870
+4,785
127
$556K 0.08%
4,636
-11
128
$546K 0.08%
+34,240
129
$544K 0.08%
5,178
-25
130
$541K 0.08%
13,280
131
$540K 0.08%
8,409
-14,910
132
$496K 0.07%
22,737
133
$490K 0.07%
1,011
134
$486K 0.07%
12,876
135
$469K 0.07%
1,457
+21
136
$465K 0.07%
14,570
137
$454K 0.06%
8,578
+370
138
$454K 0.06%
43,009
-1,950
139
$453K 0.06%
6,440
140
$440K 0.06%
2,484
141
$432K 0.06%
4,731
+70
142
$426K 0.06%
2,669
143
$423K 0.06%
13,179
-6,572
144
$421K 0.06%
2,571
-135
145
$421K 0.06%
11,486
146
$411K 0.06%
1,991
147
$400K 0.06%
12,167
148
$396K 0.06%
6,210
149
$377K 0.05%
1,563
150
$367K 0.05%
10,200
4 5
6
7 8