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BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.41M
3
+$1.37M
4
HD icon
Home Depot
HD
+$934K
5
SYK icon
Stryker
SYK
+$921K

Top Sells

1
+$1.05M
2
+$986K
3
+$744K
4
DOW icon
Dow Inc
DOW
+$653K
5
CTSH icon
Cognizant
CTSH
+$544K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.71%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46K 0.01%
11,000
202
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203
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-989
204
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-13,607
205
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-9,300
206
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-19,900
207
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-27,469
208
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-14,727
209
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-7,635
210
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211
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-9,400
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214
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-10,099
215
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-5,517
5 6 7 8
9