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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$10.2M
3 +$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1 +$8.61M
2 +$5.73M
3 +$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-836
227
-10,671
228
-2,700
229
-4,729
230
-4,295
231
-23,328