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
$300M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$557K
3
+$218K
4
PSX icon
Phillips 66
PSX
+$210K
5
BWA icon
BorgWarner
BWA
+$207K

Top Sells

1
+$4.55M
2
+$4.43M
3
+$3.07M
4
UL icon
Unilever
UL
+$3.01M
5
VOD icon
Vodafone
VOD
+$1.36M

Sector Composition

1 Communication Services 13.5%
2 Technology 13.07%
3 Consumer Staples 12.63%
4 Financials 11.44%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.37%
27,127
-98
27
$3.96M 1.32%
28,560
-45
28
$3.85M 1.29%
38,176
-400
29
$3.85M 1.29%
79,201
-427
30
$3.65M 1.22%
39,829
+1,968
31
$3.62M 1.21%
63,033
+573
32
$3.59M 1.2%
25,646
+377
33
$3.46M 1.15%
+44,333
34
$3.45M 1.15%
88,513
-4,200
35
$3.31M 1.11%
46,738
-1,725
36
$3.28M 1.1%
27,169
+442
37
$3.28M 1.09%
57,885
-1,028
38
$3.22M 1.07%
20,969
-6
39
$3.16M 1.06%
68,271
+3,002
40
$3.08M 1.03%
127,080
-1,457
41
$3.06M 1.02%
44,602
-600
42
$3.02M 1.01%
30,976
+1,164
43
$2.95M 0.98%
48,696
+1,777
44
$2.59M 0.86%
41,602
+1,092
45
$2.51M 0.84%
67,554
+890
46
$2.41M 0.8%
29,294
+2,167
47
$2.33M 0.78%
41,133
+757
48
$2.27M 0.76%
35,178
-517
49
$2.25M 0.75%
71,827
+3,448
50
$2.25M 0.75%
53,582
-4,687
1
2
3 4 5