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
$714M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.43M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.02M
5
SYK icon
Stryker
SYK
+$932K

Top Sells

1
+$1.13M
2
+$957K
3
+$838K
4
DOW icon
Dow Inc
DOW
+$691K
5
CTSH icon
Cognizant
CTSH
+$546K

Sector Composition

1 Financials 18.71%
2 Technology 14.9%
3 Healthcare 12.54%
4 Communication Services 11.67%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.9M 4.19%
407,272
-1,000
2
$24.8M 3.47%
157,023
+468
3
$22.8M 3.19%
76,274
-1,211
4
$18.8M 2.63%
128,832
-1,497
5
$18.7M 2.61%
129,049
-273
6
$16.3M 2.28%
130,375
+785
7
$13.9M 1.95%
61,513
+1,830
8
$13.7M 1.92%
304,959
-4,839
9
$13.3M 1.87%
240,889
+3,746
10
$13.2M 1.85%
96,446
-866
11
$12.1M 1.7%
37,223
+12
12
$11.9M 1.66%
146,271
+5,827
13
$11.3M 1.59%
55,253
+676
14
$11.3M 1.58%
80,888
+1,178
15
$11.2M 1.57%
168,200
+5,980
16
$11.1M 1.55%
159,112
+3,819
17
$10.6M 1.48%
87,934
-1,724
18
$10.3M 1.45%
52,335
+1,012
19
$10.1M 1.41%
115,781
+1,513
20
$9.33M 1.31%
319,335
+1,515
21
$9.2M 1.29%
118,311
+2,772
22
$9.16M 1.28%
34,539
-270
23
$8.75M 1.23%
114,767
+2,188
24
$8.66M 1.21%
30,111
-17
25
$8.62M 1.21%
528,362
-69,005
1
2 3 4 5