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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$786K 0.09%
3,465
+1,450
127
$782K 0.09%
21,234
-1,797
128
$743K 0.09%
14,418
+3,395
129
$710K 0.09%
17,653
-450
130
$697K 0.08%
9,221
+836
131
$695K 0.08%
4,379
+649
132
$678K 0.08%
3,125
+282
133
$640K 0.08%
3,230
134
$635K 0.08%
3,970
+237
135
$608K 0.07%
986
136
$598K 0.07%
23,424
+1,049
137
$590K 0.07%
6,111
+475
138
$547K 0.07%
14,311
-2,203
139
$539K 0.06%
38,139
-800
140
$522K 0.06%
5,257
-293
141
$521K 0.06%
3,963
-681
142
$517K 0.06%
15,390
143
$505K 0.06%
37,215
144
$502K 0.06%
3,345
145
$479K 0.06%
11,335
-500
146
$474K 0.06%
8,701
+1,876
147
$473K 0.06%
3,321
148
$472K 0.06%
3,553
+1,436
149
$457K 0.05%
2,608
-61
150
$445K 0.05%
12,821
+1,231
4 5
6
7 8