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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.21%
19,726
+1,895
27
$13.2M 1.21%
96,782
+1,790
28
$13.2M 1.21%
51,959
+728
29
$13.1M 1.19%
94,981
+2,087
30
$12.7M 1.16%
128,169
-119
31
$12.4M 1.13%
195,564
-15,035
32
$12.1M 1.1%
308,865
-32,011
33
$11.9M 1.08%
37,943
+23,292
34
$11.9M 1.08%
103,620
+3,461
35
$11.8M 1.08%
42,776
+874
36
$11.6M 1.06%
70,500
-1,986
37
$11.6M 1.06%
+132,376
38
$11.4M 1.04%
22,481
+1,858
39
$11.4M 1.04%
25,303
-386
40
$11.2M 1.02%
110,087
+5,962
41
$11M 1%
19,731
+951
42
$10.8M 0.98%
31,419
-1,061
43
$10.6M 0.97%
54,526
+1,978
44
$10.2M 0.93%
45,243
+1,551
45
$9.96M 0.91%
95,892
+692
46
$8.97M 0.82%
40,700
-16,624
47
$8.34M 0.76%
+91,803
48
$8.24M 0.75%
106,652
+2,253
49
$8.24M 0.75%
58,445
+5,342
50
$7.89M 0.72%
42,945
+1,850
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