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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.14M 1.35%
44,930
+1,322
27
$5.76M 1.26%
62,248
+2,069
28
$5.75M 1.26%
75,754
-200
29
$5.73M 1.25%
156,063
-4,388
30
$5.67M 1.24%
109,960
-1,860
31
$5.47M 1.2%
75,438
+3,491
32
$5.44M 1.19%
33,565
+530
33
$5.42M 1.19%
51,498
+1,267
34
$5.41M 1.19%
90,354
+1,413
35
$5.25M 1.15%
194,926
-1
36
$5.2M 1.14%
315,105
+2,520
37
$4.99M 1.09%
34,574
+650
38
$4.88M 1.07%
94,200
+2,798
39
$4.82M 1.06%
60,100
+2,859
40
$4.76M 1.04%
102,402
+7,863
41
$4.74M 1.04%
18,837
+484
42
$4.69M 1.03%
90,086
+4,437
43
$4.62M 1.01%
74,118
-7,177
44
$4.51M 0.99%
75,996
+7,844
45
$4.45M 0.98%
80,118
+2,045
46
$4.29M 0.94%
113,135
-3,100
47
$4.15M 0.91%
39,647
+1,476
48
$4.12M 0.9%
60,314
+7,772
49
$4.07M 0.89%
71,459
-880
50
$3.96M 0.87%
62,602
+1,284
1
2
3 4 5