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
201
$239K 0.02%
1,912
+1
202
$231K 0.02%
+5,050
203
$228K 0.02%
1,560
+100
204
$226K 0.02%
1,300
205
$226K 0.02%
1,073
+7
206
$224K 0.02%
1,694
207
$222K 0.02%
1,668
208
$221K 0.02%
2,628
209
$220K 0.02%
18,778
210
$218K 0.02%
2,700
211
$217K 0.02%
+617
212
$216K 0.02%
18,027
213
$212K 0.02%
+9,400
214
$208K 0.02%
+7,730
215
$205K 0.02%
+4,729
216
$204K 0.02%
4,295
217
$201K 0.02%
+1,760
218
$200K 0.02%
6,250
219
$157K 0.02%
19,550
-1,000
220
$137K 0.01%
10,220
221
$135K 0.01%
23,328
-2,709
222
$130K 0.01%
10,671
-1,900
223
$107K 0.01%
11,933
224
$35.6K ﹤0.01%
11,000
225
– –
-11,510
6 7 8
9
10