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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$317K
3
+$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Top Sells

1
+$406K
2
+$364K
3
+$337K
4
BCSB
BCSB BANCORP INC COM STK
BCSB
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$200K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.72%
53,709
+856
52
$1.72M 0.61%
59,102
-973
53
$1.72M 0.61%
66,134
-430
54
$1.7M 0.61%
14,416
55
$1.62M 0.57%
30,410
+2,242
56
$1.57M 0.56%
17,269
57
$1.43M 0.51%
26,981
-200
58
$1.41M 0.5%
35,882
+405
59
$1.36M 0.48%
35,592
+4,525
60
$1.36M 0.48%
51,304
-1,473
61
$1.26M 0.45%
93,703
-8,000
62
$1.25M 0.44%
20,954
+2,800
63
$1.22M 0.44%
17,251
-456
64
$1.21M 0.43%
35,310
+19,585
65
$1.16M 0.41%
24,090
66
$1.15M 0.41%
9,054
-250
67
$1.12M 0.4%
1,932
-10
68
$1.09M 0.39%
28,443
69
$1.05M 0.37%
16,888
70
$1.03M 0.37%
29,834
71
$1.02M 0.36%
5,521
-500
72
$1.01M 0.36%
23,550
73
$996K 0.35%
18,482
+4,770
74
$993K 0.35%
8,086
75
$967K 0.34%
29,316
-4,050
1 2
3
4 5