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
$300M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$557K
3
+$218K
4
PSX icon
Phillips 66
PSX
+$210K
5
BWA icon
BorgWarner
BWA
+$207K

Top Sells

1
+$4.55M
2
+$4.43M
3
+$3.07M
4
UL icon
Unilever
UL
+$3.01M
5
VOD icon
Vodafone
VOD
+$1.36M

Sector Composition

1 Communication Services 13.5%
2 Technology 13.07%
3 Consumer Staples 12.63%
4 Financials 11.44%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$882K 0.29%
20,923
-3,500
77
$879K 0.29%
10,266
-1,000
78
$879K 0.29%
19,501
-287
79
$861K 0.29%
21,090
-2,000
80
$841K 0.28%
23,307
-1,500
81
$828K 0.28%
75,030
82
$760K 0.25%
25,790
+10
83
$749K 0.25%
5,836
84
$740K 0.25%
5,364
-1,674
85
$738K 0.25%
7,782
-1,230
86
$737K 0.25%
6,371
87
$686K 0.23%
19,343
88
$667K 0.22%
6,249
89
$622K 0.21%
10,490
+1,470
90
$524K 0.18%
12,339
91
$505K 0.17%
38,210
92
$497K 0.17%
368
-10
93
$461K 0.15%
6,787
94
$457K 0.15%
7,577
-223
95
$446K 0.15%
13,737
-100
96
$432K 0.14%
14,400
97
$420K 0.14%
2,034
-685
98
$418K 0.14%
3,680
-135
99
$403K 0.13%
284
100
$400K 0.13%
6,158
2 3
4
5 6