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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$862K 0.07%
51,443
-390
127
$846K 0.07%
4,849
+202
128
$819K 0.07%
4,191
-200
129
$796K 0.07%
15,957
130
$792K 0.07%
4,285
+322
131
$753K 0.06%
1,532
-89
132
$734K 0.06%
1,956
133
$688K 0.06%
7,804
134
$664K 0.06%
1,136
135
$650K 0.06%
1,692
+5
136
$641K 0.06%
14,976
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137
$640K 0.06%
14,390
138
$640K 0.05%
12,017
-300
139
$636K 0.05%
1,143
-10,106
140
$612K 0.05%
27,693
+1,000
141
$609K 0.05%
16,969
-1,910
142
$589K 0.05%
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143
$571K 0.05%
5,671
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144
$563K 0.05%
10,530
145
$556K 0.05%
7,795
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146
$551K 0.05%
3,385
147
$550K 0.05%
2,490
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148
$540K 0.05%
609
+5
149
$533K 0.05%
6,304
-353
150
$533K 0.05%
45,557
4 5
6
7 8