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
1
$62M 6.42%
322,120
-5,409
2
$49.1M 5.08%
130,460
-974
3
$29.7M 3.08%
69,695
-30
4
$24.4M 2.52%
160,379
+865
5
$20.5M 2.12%
31,068
-10
6
$20.4M 2.11%
57,167
+194
7
$20M 2.07%
315,780
-3,255
8
$19.7M 2.04%
176,520
+420
9
$19.7M 2.04%
139,520
-1,069
10
$19.3M 2%
138,134
+708
11
$18.5M 1.91%
117,943
+1,758
12
$17.3M 1.79%
118,273
+124
13
$17M 1.76%
155,542
+54,212
14
$16.9M 1.75%
163,771
+484
15
$16.3M 1.68%
162,715
+420
16
$16M 1.66%
45,280
-569
17
$15.4M 1.6%
90,716
+934
18
$15.1M 1.57%
51,014
+618
19
$14.9M 1.55%
159,097
+358
20
$14.6M 1.52%
333,745
+3,679
21
$14.3M 1.49%
170,482
+69,697
22
$14M 1.45%
93,874
+1,611
23
$13.8M 1.43%
234,942
-2,619
24
$13.6M 1.4%
60,910
-289
25
$13.2M 1.36%
77,563
-454
1
2 3 4 5