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
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$967K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$628K
5
BA icon
Boeing
BA
+$627K

Top Sells

1
+$951K
2
+$855K
3
+$641K
4
TKR icon
Timken Company
TKR
+$613K
5
MA icon
Mastercard
MA
+$504K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.95%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$288K 0.03%
11,808
177
$287K 0.03%
21,270
178
$283K 0.03%
897
-35
179
$270K 0.03%
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180
$267K 0.03%
3,000
181
$267K 0.03%
+585
182
$264K 0.03%
2,050
183
$263K 0.03%
+5,876
184
$261K 0.03%
1,450
185
$259K 0.03%
13,550
186
$258K 0.03%
+4,489
187
$254K 0.03%
5,634
188
$254K 0.03%
987
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189
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190
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191
$244K 0.03%
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192
$239K 0.03%
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193
$239K 0.03%
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194
$238K 0.03%
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195
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196
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5,000
197
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198
$234K 0.03%
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-19
199
$233K 0.03%
18,778
200
$229K 0.03%
2,010
5 6 7
8
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