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
$466M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$450K
3
+$422K
4
FHN icon
First Horizon
FHN
+$302K
5
BDX icon
Becton Dickinson
BDX
+$295K

Top Sells

1
+$1.39M
2
+$347K
3
+$294K
4
FRC
First Republic Bank
FRC
+$288K
5
FSBW icon
FS Bancorp
FSBW
+$257K

Sector Composition

1 Financials 16.26%
2 Communication Services 15.4%
3 Consumer Staples 12.53%
4 Technology 11.45%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.06%
2,600
152
$257K 0.06%
7,919
153
$255K 0.05%
4,360
+80
154
$253K 0.05%
16,645
155
$248K 0.05%
772
156
$248K 0.05%
3,089
157
$246K 0.05%
4,055
158
$243K 0.05%
4,410
+900
159
$243K 0.05%
+1,550
160
$241K 0.05%
15,397
161
$241K 0.05%
14,766
162
$240K 0.05%
5,458
163
$238K 0.05%
5,517
164
$237K 0.05%
6,450
165
$235K 0.05%
2,797
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166
$235K 0.05%
2,800
-2,100
167
$234K 0.05%
4,958
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168
$228K 0.05%
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169
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170
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171
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172
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5,000
173
$218K 0.05%
2,902
-155
174
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5,149
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175
$216K 0.05%
+14,430
4 5 6
7
8