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
201
$247K 0.02%
2,628
202
$247K 0.02%
6,737
203
$242K 0.02%
466
204
$239K 0.02%
2,950
205
$237K 0.02%
1,795
206
$234K 0.02%
9,400
207
$231K 0.02%
1,754
208
$229K 0.02%
6,800
209
$229K 0.02%
19,368
210
$222K 0.02%
15,687
211
$220K 0.02%
4,750
212
$217K 0.02%
617
213
$217K 0.02%
2,442
214
$216K 0.02%
2,132
215
$213K 0.02%
+2,311
216
$211K 0.02%
1,694
217
$209K 0.02%
5,870
218
$208K 0.02%
418
-4
219
$208K 0.02%
1,188
220
$203K 0.02%
+592
221
$174K 0.01%
13,209
222
$172K 0.01%
14,557
223
$158K 0.01%
10,220
224
$143K 0.01%
142,597
+12,616
225
$115K 0.01%
15,350
6 7 8
9
10