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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$759K 0.08%
10,070
-137
127
$746K 0.08%
51,793
-4,040
128
$743K 0.08%
7,044
+200
129
$688K 0.07%
19,438
130
$686K 0.07%
4,589
+112
131
$681K 0.07%
7,092
132
$667K 0.07%
8,102
-56,744
133
$658K 0.07%
11,412
-489
134
$624K 0.06%
54,856
-9,934
135
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2,028
+1
136
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7,907
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137
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15,970
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138
$584K 0.06%
15,790
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139
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5,821
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140
$575K 0.06%
3,715
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141
$554K 0.06%
1,641
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142
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143
$545K 0.06%
12,665
-2,285
144
$524K 0.05%
7,431
145
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1,685
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146
$516K 0.05%
36,867
147
$502K 0.05%
3,385
148
$499K 0.05%
21,272
-6,050
149
$494K 0.05%
1,091
150
$489K 0.05%
2,434
+13
4 5
6
7 8