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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.33%
29,834
77
$1.02M 0.33%
23,090
78
$1.01M 0.33%
29,223
+307
79
$1M 0.32%
18,107
+3,238
80
$990K 0.32%
26,332
+116
81
$984K 0.32%
17,635
82
$950K 0.31%
5
+1
83
$885K 0.29%
11,324
84
$881K 0.29%
7,368
85
$875K 0.28%
7,308
86
$817K 0.27%
20,343
-1,000
87
$767K 0.25%
74,655
88
$751K 0.24%
30,920
-3,299
89
$680K 0.22%
9,858
-300
90
$679K 0.22%
6,371
+75
91
$673K 0.22%
47,195
+9,225
92
$671K 0.22%
6,086
-2,000
93
$659K 0.21%
17,359
94
$649K 0.21%
14,400
95
$630K 0.2%
7,250
96
$620K 0.2%
16,560
97
$607K 0.2%
6,249
98
$606K 0.2%
14,036
99
$585K 0.19%
16,110
100
$577K 0.19%
12,675
2 3
4
5 6