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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 1.25%
57,549
+447
27
$5.25M 1.25%
79,018
+648
28
$5.22M 1.24%
27,403
+730
29
$5.2M 1.24%
114,500
-1,340
30
$5.19M 1.24%
31,966
+284
31
$5.14M 1.23%
39,749
+654
32
$5.05M 1.2%
56,908
-161
33
$4.95M 1.18%
365,824
+1,626
34
$4.46M 1.06%
157,564
+2,866
35
$4.38M 1.05%
300,735
+1,215
36
$4.36M 1.04%
48,165
+1,614
37
$4.36M 1.04%
30,232
+139
38
$4.34M 1.04%
32,779
+268
39
$4.31M 1.03%
88,611
+1,913
40
$4.3M 1.03%
79,504
-119
41
$4.23M 1.01%
38,286
-295
42
$4.14M 0.99%
77,215
+1,310
43
$3.97M 0.95%
17,895
+199
44
$3.89M 0.93%
36,244
-300
45
$3.82M 0.91%
25,956
-22
46
$3.76M 0.9%
87,993
+6,741
47
$3.66M 0.87%
84,067
-3,223
48
$3.49M 0.83%
45,579
-719
49
$3.49M 0.83%
88,617
+3,381
50
$3.36M 0.8%
75,169
-4,394
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