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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.27M 0.66%
24,767
+1,027
52
$6.64M 0.6%
52,733
+71
53
$6.38M 0.58%
27,311
-2,500
54
$6.34M 0.58%
11,249
+202
55
$6.11M 0.56%
35,626
-602
56
$5.49M 0.5%
16,484
-114
57
$4.9M 0.45%
8
58
$4.67M 0.43%
10,714
-3
59
$4.45M 0.4%
356,111
-9,848
60
$4.14M 0.38%
33,500
-2,700
61
$4.05M 0.37%
14,952
-151
62
$4.05M 0.37%
13,559
-135
63
$3.61M 0.33%
13,119
64
$3.56M 0.32%
15,373
-80
65
$3.5M 0.32%
9,354
66
$3.49M 0.32%
14,611
+457
67
$3.41M 0.31%
5,840
-82
68
$3.19M 0.29%
16,004
-45
69
$3.17M 0.29%
9,634
-3
70
$3M 0.27%
227,399
-11,354
71
$2.98M 0.27%
61,418
+7,852
72
$2.81M 0.26%
181,581
-1,000
73
$2.75M 0.25%
24,964
-60,146
74
$2.64M 0.24%
10,249
+1
75
$2.58M 0.24%
4,746
-15
1 2
3
4 5