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
$324M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.65M
3
+$1.86M
4
MRK icon
Merck
MRK
+$576K
5
BMY icon
Bristol-Myers Squibb
BMY
+$435K

Top Sells

1
+$8.57M
2
+$4.35M
3
+$1.55M
4
HRI icon
Herc Holdings
HRI
+$345K
5
T icon
AT&T
T
+$226K

Sector Composition

1 Communication Services 18.95%
2 Consumer Staples 15.47%
3 Financials 12.73%
4 Healthcare 10.5%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.33%
11,524
77
$1.02M 0.32%
25,485
-4,305
78
$1.02M 0.31%
22,757
-150
79
$989K 0.3%
5
80
$952K 0.29%
16,335
81
$937K 0.29%
10,833
+426
82
$929K 0.29%
10,966
-200
83
$899K 0.28%
10,626
84
$843K 0.26%
20,160
85
$806K 0.25%
29,586
-248
86
$799K 0.25%
20,795
87
$786K 0.24%
6,371
88
$746K 0.23%
12,437
+1,000
89
$740K 0.23%
25,887
+800
90
$725K 0.22%
5,759
91
$699K 0.22%
8,945
+300
92
$690K 0.21%
11,472
+1,837
93
$675K 0.21%
26,776
+886
94
$672K 0.21%
21,175
-400
95
$600K 0.18%
69,330
96
$596K 0.18%
17,842
97
$587K 0.18%
5,650
98
$554K 0.17%
6,249
99
$498K 0.15%
365
100
$493K 0.15%
7,594
-400
2 3
4
5 6