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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.87%
26,997
+982
52
$3.79M 0.83%
1,823
+41
53
$3.69M 0.81%
77,274
+863
54
$3.5M 0.77%
35,394
-825
55
$3.46M 0.76%
53,132
+3,799
56
$3.39M 0.74%
26,375
+3,067
57
$3.22M 0.71%
80,051
+2,198
58
$3.15M 0.69%
60,573
+2,846
59
$3.05M 0.67%
45,247
-162
60
$3M 0.66%
139,847
+9,113
61
$2.53M 0.55%
14,517
-149
62
$2.42M 0.53%
23,270
+6,294
63
$2.4M 0.53%
37,127
-3,437
64
$2.4M 0.52%
6,860
65
$2.32M 0.51%
69,191
-1,909
66
$2.24M 0.49%
49,709
-5,893
67
$2.22M 0.49%
16,408
-230
68
$2.09M 0.46%
20,540
+1,040
69
$2.08M 0.46%
61,804
-508
70
$2.03M 0.44%
1,731
-50
71
$1.98M 0.43%
101,401
+73,321
72
$1.76M 0.39%
40,163
+26,525
73
$1.74M 0.38%
31,592
+2,850
74
$1.68M 0.37%
26,947
-585
75
$1.66M 0.36%
17,783
+50
1 2
3
4 5