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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 1.25%
104,641
-6,400
27
$3.79M 1.23%
79,810
+74,539
28
$3.78M 1.23%
38,786
-275
29
$3.69M 1.2%
45,452
30
$3.61M 1.17%
50,415
-3,646
31
$3.57M 1.16%
20,615
-283
32
$3.56M 1.15%
28,094
+257
33
$3.49M 1.13%
26,469
+1,070
34
$3.41M 1.11%
25,665
+375
35
$3.15M 1.02%
69,444
+4,210
36
$3.14M 1.02%
24,458
-46
37
$3.13M 1.01%
59,481
+400
38
$3.07M 1%
35,786
-370
39
$2.99M 0.97%
29,703
+1,061
40
$2.98M 0.97%
296,925
+3,990
41
$2.86M 0.93%
61,115
+2,572
42
$2.77M 0.9%
32,970
-303
43
$2.75M 0.89%
23,874
+318
44
$2.73M 0.88%
129,371
+6,974
45
$2.7M 0.88%
56,322
+2,238
46
$2.62M 0.85%
25,493
+478
47
$2.59M 0.84%
60,334
-8,009
48
$2.43M 0.79%
42,223
+2,919
49
$2.4M 0.78%
36,117
+5,027
50
$2.27M 0.74%
57,760
+2,983
1
2
3 4 5