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
$324M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.65M
3
+$1.86M
4
MRK icon
Merck
MRK
+$576K
5
BMY icon
Bristol-Myers Squibb
BMY
+$435K

Top Sells

1
+$8.57M
2
+$4.35M
3
+$1.55M
4
HRI icon
Herc Holdings
HRI
+$345K
5
T icon
AT&T
T
+$226K

Sector Composition

1 Communication Services 18.95%
2 Consumer Staples 15.47%
3 Financials 12.73%
4 Healthcare 10.5%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.35%
37,086
-526
27
$4.36M 1.34%
114,840
-114,640
28
$4.3M 1.32%
65,068
+245
29
$4.27M 1.32%
55,486
+1,193
30
$4.21M 1.3%
46,779
+1,116
31
$4.11M 1.27%
28,749
+584
32
$3.91M 1.2%
25,983
+28
33
$3.65M 1.12%
78,856
+267
34
$3.58M 1.1%
54,273
+1,216
35
$3.53M 1.09%
130,021
+2,009
36
$3.43M 1.06%
76,352
+143
37
$3.4M 1.05%
38,076
38
$3.35M 1.03%
58,060
-693
39
$3.32M 1.02%
76,994
+861
40
$3.22M 0.99%
33,438
+2,167
41
$3.21M 0.99%
86,213
42
$3.17M 0.98%
46,827
+82
43
$3.11M 0.96%
67,444
+2,318
44
$3.1M 0.96%
45,113
+6,322
45
$3.05M 0.94%
23,198
+68
46
$3.02M 0.93%
42,722
-37
47
$2.96M 0.91%
28,929
+332
48
$2.67M 0.82%
30,391
-216
49
$2.66M 0.82%
77,202
+650
50
$2.51M 0.77%
13,917
+840
1
2
3 4 5