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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.36%
51,231
+217
27
$14.1M 1.33%
30,433
-159
28
$13.4M 1.26%
140,531
+5,236
29
$13.1M 1.23%
94,992
+524
30
$12.9M 1.21%
210,599
-24,343
31
$12.7M 1.2%
100,159
+2,664
32
$12.7M 1.19%
72,486
-5,077
33
$12.5M 1.17%
32,480
+566
34
$12.3M 1.16%
41,902
+714
35
$10.8M 1.02%
17,831
+17,336
36
$10.8M 1.02%
95,200
+806
37
$10.7M 1.01%
43,692
+1,437
38
$10.7M 1.01%
25,689
+211
39
$10.6M 1%
92,894
+89,140
40
$10.2M 0.96%
20,623
+19,109
41
$9.65M 0.91%
85,110
-11,222
42
$9.54M 0.9%
104,125
+7,306
43
$9.48M 0.89%
18,780
+527
44
$9.2M 0.87%
30,552
+2,607
45
$9.15M 0.86%
52,548
+2,003
46
$8.9M 0.84%
46,102
+2,007
47
$8.74M 0.82%
53,103
+6,847
48
$8.07M 0.76%
104,399
+1,934
49
$7.99M 0.75%
41,095
-1,151
50
$7.92M 0.75%
23,740
+2,174
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