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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$351K
3
+$313K
4
ADBE icon
Adobe
ADBE
+$307K
5
UNH icon
UnitedHealth
UNH
+$258K

Top Sells

1
+$1.51M
2
+$644K
3
+$455K
4
MA icon
Mastercard
MA
+$434K
5
KO icon
Coca-Cola
KO
+$422K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$367K 0.03%
33,217
177
$364K 0.03%
3,522
178
$360K 0.03%
7,179
179
$359K 0.03%
16,802
180
$351K 0.03%
+1,212
181
$350K 0.03%
2,590
-210
182
$350K 0.03%
8,850
183
$350K 0.03%
1,210
184
$343K 0.03%
1,925
185
$333K 0.03%
11,696
186
$330K 0.03%
1,635
187
$321K 0.03%
1,800
188
$316K 0.03%
4,093
-18
189
$313K 0.03%
184
+3
190
$308K 0.03%
7,001
191
$306K 0.03%
18,778
192
$305K 0.03%
5,060
193
$300K 0.03%
15,397
-1,700
194
$297K 0.03%
11,885
195
$291K 0.02%
5,530
-5,000
196
$289K 0.02%
4,090
197
$288K 0.02%
1,240
198
$282K 0.02%
4,593
199
$268K 0.02%
3,357
200
$249K 0.02%
1,665
-10
6 7
8
9 10