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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.38M 0.69%
29,811
+248
52
$6.73M 0.63%
52,662
+4,759
53
$6.6M 0.62%
36,228
-966
54
$6.2M 0.58%
11,047
-112
55
$6.08M 0.57%
16,598
-841
56
$5.13M 0.48%
10,717
-181
57
$5.08M 0.48%
8
58
$4.89M 0.46%
365,959
-15,380
59
$4.76M 0.45%
13,694
-1,235
60
$4.58M 0.43%
14,651
+4,178
61
$4.41M 0.42%
51,244
+8,629
62
$4.3M 0.4%
110,373
+19,807
63
$3.87M 0.36%
15,103
64
$3.84M 0.36%
9,354
65
$3.82M 0.36%
13,119
-60
66
$3.53M 0.33%
14,154
-301
67
$3.52M 0.33%
15,453
-81
68
$3.33M 0.31%
238,753
-9,333
69
$3.27M 0.31%
36,200
+50
70
$3.18M 0.3%
5,922
-205
71
$3M 0.28%
54,664
-1,513
72
$2.89M 0.27%
9,637
-196
73
$2.81M 0.26%
182,581
-3,989
74
$2.76M 0.26%
19,690
-5,544
75
$2.72M 0.26%
16,049
-300
1 2
3
4 5