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
$966M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.86M
3
+$863K
4
BA icon
Boeing
BA
+$618K
5
EW icon
Edwards Lifesciences
EW
+$616K

Top Sells

1
+$8.9M
2
+$4.67M
3
+$1.04M
4
CVS icon
CVS Health
CVS
+$671K
5
DIS icon
Walt Disney
DIS
+$472K

Sector Composition

1 Technology 19.92%
2 Financials 15.55%
3 Healthcare 12.31%
4 Consumer Discretionary 11.22%
5 Industrials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$337K 0.03%
1,884
177
$334K 0.03%
10,350
178
$325K 0.03%
836
179
$321K 0.03%
672
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180
$318K 0.03%
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181
$317K 0.03%
689
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182
$317K 0.03%
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183
$313K 0.03%
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184
$306K 0.03%
433
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185
$301K 0.03%
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-35
186
$291K 0.03%
185
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$291K 0.03%
3,522
188
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26,405
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189
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190
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191
$270K 0.03%
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192
$254K 0.03%
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193
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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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465
199
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12,768
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200
$241K 0.03%
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