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
$311M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.19M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$1.41M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$961K

Top Sells

1
+$494K
2
+$484K
3
+$320K
4
HD icon
Home Depot
HD
+$234K
5
FUN icon
Cedar Fair
FUN
+$218K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.04%
3 Technology 12.69%
4 Financials 11.52%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.76%
35,378
+200
52
$2.28M 0.73%
41,188
+55
53
$2.22M 0.71%
73,032
+1,205
54
$2.04M 0.66%
51,843
-1,739
55
$2.01M 0.65%
33,141
+547
56
$1.92M 0.62%
15,416
57
$1.87M 0.6%
165,226
+3,840
58
$1.67M 0.54%
52,461
-147
59
$1.46M 0.47%
1,817
60
$1.45M 0.47%
21,529
61
$1.42M 0.46%
27,185
+720
62
$1.42M 0.46%
117,150
+6,700
63
$1.41M 0.45%
+38,748
64
$1.4M 0.45%
28,534
-225
65
$1.37M 0.44%
33,544
66
$1.37M 0.44%
51,018
+86
67
$1.32M 0.42%
16,969
68
$1.23M 0.4%
22,662
69
$1.22M 0.39%
16,888
70
$1.22M 0.39%
81,308
71
$1.06M 0.34%
6,668
72
$1.05M 0.34%
11,324
73
$1.03M 0.33%
19,023
-5,883
74
$1.02M 0.33%
5
75
$961K 0.31%
+29,834
1 2
3
4 5