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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.89M 0.63%
70,004
-258
52
$4.82M 0.62%
17,882
-151
53
$4.61M 0.59%
41,768
+579
54
$4.54M 0.58%
21,599
+356
55
$4.34M 0.56%
204,135
-2,700
56
$4.26M 0.54%
64,317
-1,946
57
$4.15M 0.53%
10,509
-189
58
$4.09M 0.52%
10
59
$4.04M 0.52%
77,139
+66
60
$3.97M 0.51%
78,309
-1,985
61
$3.77M 0.48%
58,667
-1,794
62
$3.76M 0.48%
47,089
+982
63
$3.7M 0.47%
22,398
+3,308
64
$3.28M 0.42%
18,333
-824
65
$3.24M 0.41%
42,031
+778
66
$3.22M 0.41%
15,340
-120
67
$3.21M 0.41%
75,319
-2,509
68
$3.12M 0.4%
259,478
-4,699
69
$3.09M 0.4%
13,809
+879
70
$2.99M 0.38%
9,986
-130
71
$2.82M 0.36%
29,352
+426
72
$2.76M 0.35%
13,852
-41
73
$2.73M 0.35%
21,342
-741
74
$2.67M 0.34%
32,665
+206
75
$2.64M 0.34%
10,961
-151
1 2
3
4 5