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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.03%
181
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177
$364K 0.03%
7,179
178
$363K 0.03%
2,996
179
$361K 0.03%
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180
$355K 0.03%
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181
$348K 0.03%
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182
$339K 0.03%
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183
$335K 0.03%
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184
$329K 0.03%
17,097
185
$327K 0.03%
39,624
-1,273
186
$323K 0.03%
4,111
-289
187
$323K 0.03%
1,800
188
$322K 0.03%
11,885
189
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11,696
190
$302K 0.03%
3,357
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191
$293K 0.03%
4,090
192
$292K 0.03%
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193
$288K 0.02%
466
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194
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195
$288K 0.02%
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196
$285K 0.02%
13,209
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197
$283K 0.02%
8,850
198
$278K 0.02%
7,001
199
$275K 0.02%
1,675
200
$274K 0.02%
1,240
-50
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