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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

Sector Composition

1 Technology 18.67%
2 Financials 15.22%
3 Healthcare 12.44%
4 Consumer Discretionary 10.89%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.05%
39,597
152
$436K 0.05%
3,555
+370
153
$430K 0.05%
25,958
154
$428K 0.05%
2,421
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155
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8,300
156
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-273
157
$408K 0.05%
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158
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159
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160
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161
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162
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163
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165
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166
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5,209
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167
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168
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169
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170
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171
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172
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173
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3,715
174
$316K 0.04%
1,000
175
$306K 0.03%
3,230
-120
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