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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$861K 0.07%
4,466
+181
127
$852K 0.07%
2,884
-455
128
$834K 0.07%
1,598
+66
129
$833K 0.07%
4,922
+73
130
$832K 0.07%
48,521
-2,922
131
$786K 0.07%
1,956
132
$759K 0.06%
27,693
133
$711K 0.06%
12,017
134
$706K 0.06%
16,278
+1,302
135
$703K 0.06%
1,740
+73
136
$698K 0.06%
12,900
137
$690K 0.06%
7,804
138
$683K 0.06%
4,191
139
$594K 0.05%
1,143
140
$592K 0.05%
45,557
141
$591K 0.05%
14,390
142
$562K 0.05%
1,157
+21
143
$550K 0.05%
2,488
-2
144
$524K 0.04%
5,220
-451
145
$519K 0.04%
7,795
146
$508K 0.04%
35,877
147
$498K 0.04%
783
-8
148
$496K 0.04%
5,439
149
$488K 0.04%
4,533
+135
150
$476K 0.04%
931
-62
4 5
6
7 8