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
$300M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$557K
3
+$218K
4
PSX icon
Phillips 66
PSX
+$210K
5
BWA icon
BorgWarner
BWA
+$207K

Top Sells

1
+$4.55M
2
+$4.43M
3
+$3.07M
4
UL icon
Unilever
UL
+$3.01M
5
VOD icon
Vodafone
VOD
+$1.36M

Sector Composition

1 Communication Services 13.5%
2 Technology 13.07%
3 Consumer Staples 12.63%
4 Financials 11.44%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.74%
32,594
-51
52
$1.79M 0.6%
15,416
+500
53
$1.78M 0.6%
161,386
-2,961
54
$1.74M 0.58%
52,608
-3,495
55
$1.66M 0.55%
8,834
+2,963
56
$1.62M 0.54%
24,906
-1,680
57
$1.44M 0.48%
28,759
-900
58
$1.44M 0.48%
110,450
+2,250
59
$1.4M 0.47%
1,817
-100
60
$1.35M 0.45%
33,544
61
$1.33M 0.44%
16,969
62
$1.26M 0.42%
21,529
-1,600
63
$1.26M 0.42%
50,932
-470
64
$1.25M 0.42%
16,888
65
$1.24M 0.42%
22,662
+821
66
$1.19M 0.4%
26,465
+150
67
$1.15M 0.38%
81,308
-5,300
68
$1.09M 0.36%
11,324
69
$1.09M 0.36%
5
70
$1.07M 0.36%
8,234
71
$1.07M 0.36%
6,668
-500
72
$1.05M 0.35%
10,166
73
$977K 0.33%
23,560
-1,400
74
$958K 0.32%
17,035
-200
75
$914K 0.31%
26,075
-400
1 2
3
4 5