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
$324M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.65M
3
+$1.86M
4
MRK icon
Merck
MRK
+$576K
5
BMY icon
Bristol-Myers Squibb
BMY
+$435K

Top Sells

1
+$8.57M
2
+$4.35M
3
+$1.55M
4
HRI icon
Herc Holdings
HRI
+$345K
5
T icon
AT&T
T
+$226K

Sector Composition

1 Communication Services 18.95%
2 Consumer Staples 15.47%
3 Financials 12.73%
4 Healthcare 10.5%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.74%
43,602
-600
52
$2.31M 0.71%
63,664
+2,547
53
$2.17M 0.67%
43,153
+11,428
54
$2.08M 0.64%
31,299
-1,058
55
$2.05M 0.63%
43,830
-2,182
56
$2M 0.61%
41,713
-2,156
57
$1.97M 0.61%
178,088
+6,700
58
$1.9M 0.59%
62,166
+2,108
59
$1.88M 0.58%
68,240
+7,677
60
$1.86M 0.57%
+61,333
61
$1.78M 0.55%
28,193
+610
62
$1.67M 0.51%
28,684
+200
63
$1.6M 0.49%
1,817
64
$1.59M 0.49%
41,628
+133
65
$1.58M 0.49%
40,618
+405
66
$1.58M 0.49%
15,416
67
$1.43M 0.44%
45,118
-4,936
68
$1.32M 0.41%
6,968
69
$1.26M 0.39%
18,074
+70
70
$1.2M 0.37%
125,300
+6,500
71
$1.16M 0.36%
16,888
72
$1.16M 0.36%
35,810
-2,067
73
$1.12M 0.34%
18,839
-1,350
74
$1.11M 0.34%
31,262
75
$1.08M 0.33%
82,068
1 2
3
4 5