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
151
$473K 0.04%
1,000
152
$472K 0.04%
3,385
153
$471K 0.04%
15,938
-1,000
154
$467K 0.04%
605
-4
155
$464K 0.04%
1,130
-562
156
$460K 0.04%
434
157
$454K 0.04%
8,945
158
$451K 0.04%
5,960
+4
159
$443K 0.04%
6,184
-120
160
$439K 0.04%
9,029
+500
161
$436K 0.04%
5,109
-80
162
$432K 0.04%
3,350
163
$417K 0.04%
39,441
-183
164
$409K 0.03%
14,933
-2,036
165
$408K 0.03%
9,259
-374
166
$404K 0.03%
2,809
167
$402K 0.03%
4,885
168
$399K 0.03%
7,515
-845
169
$384K 0.03%
9,654
+600
170
$381K 0.03%
1,685
171
$380K 0.03%
3,215
172
$379K 0.03%
4,846
-47
173
$377K 0.03%
6,652
-380
174
$369K 0.03%
18,423
-400
175
$369K 0.03%
2,996
5 6
7
8 9