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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.66%
32,803
-1,211
52
$1.98M 0.64%
64,179
-3,750
53
$1.8M 0.59%
14,416
54
$1.72M 0.56%
41,935
+5,310
55
$1.69M 0.55%
34,817
56
$1.68M 0.54%
50,010
-22,261
57
$1.67M 0.54%
34,518
+2,315
58
$1.66M 0.54%
24,558
+3,706
59
$1.62M 0.53%
57,666
-969
60
$1.61M 0.52%
16,969
61
$1.49M 0.48%
44,753
+1,695
62
$1.43M 0.46%
149,547
+40,944
63
$1.4M 0.45%
52,275
+1,219
64
$1.39M 0.45%
7,121
65
$1.33M 0.43%
23,629
-2,900
66
$1.29M 0.42%
1,967
+35
67
$1.25M 0.41%
87,408
-3,995
68
$1.21M 0.39%
8,394
-560
69
$1.2M 0.39%
28,703
+260
70
$1.18M 0.38%
99,850
+10,850
71
$1.17M 0.38%
34,162
72
$1.11M 0.36%
16,888
73
$1.09M 0.36%
22,931
-79
74
$1.05M 0.34%
10,166
+125
75
$1.04M 0.34%
15,002
-2,363
1 2
3
4 5