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
$887M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.3M
3
+$378K
4
EW icon
Edwards Lifesciences
EW
+$359K
5
CRM icon
Salesforce
CRM
+$233K

Top Sells

1
+$3.94M
2
+$1.86M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$870K
5
CVS icon
CVS Health
CVS
+$712K

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
176
$302K 0.03%
704
+9
177
$302K 0.03%
20,097
178
$301K 0.03%
2,944
179
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180
$287K 0.03%
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-200
181
$287K 0.03%
4,435
182
$283K 0.03%
10,350
183
$278K 0.03%
713
184
$277K 0.03%
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-173
185
$270K 0.03%
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186
$257K 0.03%
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187
$249K 0.03%
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188
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16,145
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189
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190
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191
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192
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194
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195
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196
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197
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198
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199
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200
$212K 0.02%
2,628
5 6 7
8
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