BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
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
+$5.34M
2
+$3.27M
3
+$436K
4
EW icon
Edwards Lifesciences
EW
+$417K
5
CRM icon
Salesforce
CRM
+$248K

Top Sells

1
+$4.39M
2
+$1.99M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$922K
5
CVS icon
CVS Health
CVS
+$722K

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
-8
155
$416K 0.05%
8,300
156
$409K 0.05%
4,633
-273
157
$408K 0.05%
21,979
158
$407K 0.05%
11,080
159
$402K 0.05%
8,055
-102
160
$390K 0.04%
11,575
161
$383K 0.04%
48,974
162
$378K 0.04%
+18,842
163
$377K 0.04%
1,051
-46
164
$368K 0.04%
836
165
$365K 0.04%
679
166
$354K 0.04%
5,209
-1,438
167
$348K 0.04%
6,254
168
$346K 0.04%
10,111
-940
169
$332K 0.04%
4,414
170
$332K 0.04%
8,462
-6,371
171
$330K 0.04%
1,785
172
$324K 0.04%
2,927
173
$323K 0.04%
3,715
174
$316K 0.04%
1,000
175
$306K 0.03%
3,230
-120
5 6
7
8 9