BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.27M
3
+$1.22M
4
ROP icon
Roper Technologies
ROP
+$1.02M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$938K

Top Sells

1
+$4.2M
2
+$2.09M
3
+$622K
4
DD icon
DuPont de Nemours
DD
+$540K
5
MSFT icon
Microsoft
MSFT
+$460K

Sector Composition

1 Financials 17.05%
2 Technology 15.63%
3 Healthcare 14.32%
4 Consumer Staples 12.3%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,050
202
– –
-7,138
203
– –
-9,947
204
– –
-3,404
205
– –
-8,945
206
– –
-11,175
207
– –
-9,196
5 6 7 8
9