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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.88M 1.26%
45,921
-987
27
$9.3M 1.19%
82,611
+144
28
$8.93M 1.14%
55,379
-191
29
$8.63M 1.1%
89,814
-38
30
$8.42M 1.08%
29,290
-921
31
$8.4M 1.07%
89,291
-280
32
$8.35M 1.07%
93,003
-132
33
$8.23M 1.05%
30,006
-859
34
$8.1M 1.04%
88,802
+964
35
$7.87M 1.01%
36,893
-357
36
$7.75M 0.99%
97,482
-2,365
37
$7.73M 0.99%
31,369
-889
38
$7.64M 0.98%
77,365
+3,832
39
$7.49M 0.96%
37,647
-510
40
$7.31M 0.93%
50,674
-1,849
41
$7.1M 0.91%
23,918
-106
42
$6.87M 0.88%
35,474
+614
43
$6.76M 0.86%
120,985
-14,584
44
$6.54M 0.84%
42,584
+1,288
45
$6.16M 0.79%
40,225
-518
46
$6.13M 0.78%
408,529
-15,170
47
$5.92M 0.76%
16,160
-11
48
$5.51M 0.71%
11,518
49
$5.48M 0.7%
61,102
+3,037
50
$5.44M 0.7%
39,808
-1,613
1
2
3 4 5