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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.79%
54,503
+275
52
$3.24M 0.77%
58,172
+1,507
53
$3.22M 0.77%
58,129
+1,070
54
$3.02M 0.72%
50,651
+1,490
55
$3.02M 0.72%
78,213
56
$2.97M 0.71%
49,018
+849
57
$2.97M 0.71%
1,586
+339
58
$2.81M 0.67%
63,841
+6,319
59
$2.79M 0.67%
34,580
-833
60
$2.77M 0.66%
82,207
-2,571
61
$2.71M 0.65%
39,698
-2,000
62
$2.69M 0.64%
77,104
+1,224
63
$2.41M 0.57%
110,644
+8,645
64
$2.39M 0.57%
14,766
65
$2.26M 0.54%
75,860
+571
66
$2.21M 0.53%
29,647
67
$2.06M 0.49%
64,509
-1,582
68
$1.96M 0.47%
39,931
-123
69
$1.92M 0.46%
28,284
+1,071
70
$1.84M 0.44%
18,128
+7,400
71
$1.76M 0.42%
6,860
-60
72
$1.74M 0.41%
1,781
73
$1.59M 0.38%
21,668
+1,839
74
$1.58M 0.38%
23,751
+407
75
$1.53M 0.36%
16,638
1 2
3
4 5