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
176
$240K 0.03%
4,531
177
$237K 0.03%
1,000
178
$236K 0.03%
1,293
179
$234K 0.03%
2,050
180
$234K 0.03%
24,279
181
$230K 0.03%
9,947
182
$230K 0.03%
13,550
183
$229K 0.03%
18,778
184
$223K 0.03%
8,945
185
$220K 0.03%
+20,000
186
$218K 0.03%
1,057
-165
187
$214K 0.03%
1,556
188
$212K 0.03%
6,450
189
$210K 0.03%
+1,800
190
$209K 0.03%
+1,450
191
$207K 0.03%
+5,866
192
$204K 0.03%
10,150
193
$201K 0.03%
2,489
194
$201K 0.03%
+3,404
195
$185K 0.03%
47,600
-3,000
196
$156K 0.02%
+12,174
197
$147K 0.02%
12,350
198
$130K 0.02%
11,175
199
$101K 0.01%
2,568
-728
200
$91K 0.01%
11,082
5 6 7
8
9