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
$477M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$951K
3
+$819K
4
EMR icon
Emerson Electric
EMR
+$687K
5
SABR icon
Sabre
SABR
+$502K

Top Sells

1
+$970K
2
+$814K
3
+$547K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$277K

Sector Composition

1 Financials 16.95%
2 Communication Services 14.37%
3 Technology 12.87%
4 Healthcare 11.13%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.9M 0.82%
77,604
+330
52
$3.8M 0.8%
1,873
+50
53
$3.7M 0.78%
110,153
-2,982
54
$3.69M 0.77%
58,674
-15,444
55
$3.58M 0.75%
61,749
+1,176
56
$3.56M 0.75%
26,657
-340
57
$3.38M 0.71%
30,696
+7,426
58
$3.13M 0.66%
45,947
+700
59
$3.13M 0.66%
56,560
-6,042
60
$3.09M 0.65%
33,231
-2,163
61
$2.94M 0.62%
81,197
+1,146
62
$2.6M 0.54%
63,364
+23,201
63
$2.59M 0.54%
101,400
-1
64
$2.4M 0.5%
14,457
-60
65
$2.34M 0.49%
23,004
+2,464
66
$2.28M 0.48%
68,277
-914
67
$2.25M 0.47%
34,478
-2,649
68
$2.21M 0.46%
11,327
+6,022
69
$2.13M 0.45%
61,804
70
$2.11M 0.44%
6,860
71
$2.02M 0.42%
45,613
-4,096
72
$1.95M 0.41%
16,408
73
$1.85M 0.39%
1,706
-25
74
$1.71M 0.36%
17,473
-310
75
$1.68M 0.35%
11,819
+865
1 2
3
4 5