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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$366K 0.05%
3,283
152
$333K 0.05%
5,082
153
$330K 0.05%
3,478
154
$326K 0.05%
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155
$318K 0.04%
2,585
-200
156
$311K 0.04%
9,490
157
$309K 0.04%
5,210
158
$308K 0.04%
3,645
159
$303K 0.04%
6,000
160
$301K 0.04%
772
161
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5,425
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162
$298K 0.04%
17,597
163
$292K 0.04%
3,800
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164
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-200
165
$277K 0.04%
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166
$275K 0.04%
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167
$271K 0.04%
4,652
168
$269K 0.04%
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169
$259K 0.04%
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170
$258K 0.04%
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171
$257K 0.04%
2,385
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172
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4,591
-12,631
173
$249K 0.03%
7,138
-162
174
$247K 0.03%
+2,140
175
$242K 0.03%
2,628
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