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
201
$266K 0.02%
18,778
202
$255K 0.02%
1,795
203
$253K 0.02%
2,628
204
$248K 0.02%
3,946
-880
205
$248K 0.02%
1,694
206
$243K 0.02%
2,339
207
$242K 0.02%
+6,737
208
$238K 0.02%
+2,950
209
$238K 0.02%
1,754
-6
210
$233K 0.02%
15,687
211
$232K 0.02%
6,800
212
$226K 0.02%
+9,400
213
$225K 0.02%
1,960
214
$223K 0.02%
2,442
215
$218K 0.02%
+617
216
$218K 0.02%
+422
217
$217K 0.02%
+4,315
218
$217K 0.02%
5,870
-380
219
$217K 0.02%
+4,750
220
$215K 0.02%
1,638
221
$214K 0.02%
+3,033
222
$213K 0.02%
+1,188
223
$204K 0.02%
+2,132
224
$204K 0.02%
+2,715
225
$203K 0.02%
+6,320
6 7 8
9
10