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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.08%
19,438
-10,600
127
$752K 0.08%
1,491
-22
128
$725K 0.08%
6,844
129
$704K 0.08%
64,790
-6,002
130
$703K 0.08%
10,207
131
$697K 0.08%
4,889
132
$647K 0.07%
7,092
133
$634K 0.07%
6,336
-200
134
$633K 0.07%
11,901
135
$618K 0.07%
4,477
+11
136
$617K 0.07%
19,762
-901
137
$607K 0.07%
14,950
-3,145
138
$601K 0.07%
55,833
139
$593K 0.07%
27,322
-90
140
$582K 0.07%
8,399
141
$557K 0.06%
9,720
-388
142
$551K 0.06%
18,020
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143
$541K 0.06%
9,249
-67,425
144
$539K 0.06%
2,027
+1
145
$512K 0.06%
3,385
146
$502K 0.06%
1,719
+11
147
$495K 0.06%
16,790
148
$473K 0.05%
7,431
149
$459K 0.05%
1,684
+4
150
$446K 0.05%
1,091
4 5
6
7 8