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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$462K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$436K
5
BDX icon
Becton Dickinson
BDX
+$429K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$383K
4
BHBK
Blue Hills Bancorp, Inc.
BHBK
+$359K
5
GE icon
GE Aerospace
GE
+$320K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.51%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,849
177
– –
-8,689
178
– –
-5,000
179
– –
-2,230
180
– –
-5,517
181
– –
-9,300
182
– –
-7,265
183
– –
-2,188
184
– –
-6,450
185
– –
-2,880
186
– –
-1,393
187
– –
-4,135
188
– –
-2,225
189
– –
-199
190
– –
-7,544
191
– –
-1,700
192
– –
-9,196
193
– –
-14,889
194
– –
-6,544
195
– –
-8,556
196
– –
-11,282
197
– –
-11,210
198
– –
-34,647
199
– –
-7,700
4 5 6 7
8