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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.36%
17,683
-135
77
$1.41M 0.34%
11,565
78
$1.39M 0.33%
73,926
79
$1.34M 0.32%
160,700
+6,300
80
$1.27M 0.3%
5
81
$1.21M 0.29%
11,545
82
$1.19M 0.28%
10,200
83
$1.18M 0.28%
64,974
84
$1.15M 0.27%
24,812
-60
85
$1.11M 0.27%
22,639
86
$1.08M 0.26%
14,892
87
$1.07M 0.26%
15,435
-399
88
$1.04M 0.25%
9,589
89
$985K 0.23%
9,616
-450
90
$973K 0.23%
20,795
91
$965K 0.23%
30,955
+1,005
92
$965K 0.23%
22,337
93
$942K 0.22%
5,411
94
$917K 0.22%
7,746
-175
95
$799K 0.19%
28,684
96
$798K 0.19%
6,249
97
$786K 0.19%
16,260
-200
98
$719K 0.17%
9,237
99
$704K 0.17%
2,618
-40
100
$671K 0.16%
23,347
-1,748
2 3
4
5 6