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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.27%
37,000
+861
27
$3.59M 1.25%
36,586
+224
28
$3.48M 1.21%
27,837
+1,300
29
$3.45M 1.2%
45,452
-300
30
$3.45M 1.2%
107,801
+1,639
31
$3.31M 1.15%
25,290
+409
32
$3.26M 1.13%
44,263
-216
33
$3.06M 1.06%
59,081
-400
34
$3.01M 1.05%
24,504
+451
35
$2.92M 1.02%
25,399
+479
36
$2.9M 1.01%
292,935
-4,605
37
$2.85M 0.99%
122,397
+3,704
38
$2.81M 0.98%
28,642
+2,127
39
$2.79M 0.97%
65,234
+4,194
40
$2.69M 0.94%
23,556
+64
41
$2.66M 0.92%
33,273
-819
42
$2.65M 0.92%
54,084
-704
43
$2.63M 0.92%
68,343
-2,974
44
$2.54M 0.88%
36,156
+1,064
45
$2.52M 0.88%
72,271
-1,900
46
$2.5M 0.87%
58,543
+1,500
47
$2.44M 0.85%
25,015
+340
48
$2.39M 0.83%
39,304
+3,104
49
$2.19M 0.76%
54,777
+1,068
50
$2.17M 0.75%
34,014
-316
1
2
3 4 5