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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.36%
38,173
-752
77
$1.55M 0.34%
26,691
+1,856
78
$1.52M 0.33%
11,282
79
$1.5M 0.33%
11,040
-265
80
$1.5M 0.33%
5
81
$1.48M 0.32%
23,211
+675
82
$1.47M 0.32%
10,954
83
$1.39M 0.3%
71,130
-1,184
84
$1.34M 0.29%
10,236
+36
85
$1.31M 0.29%
13,836
-181
86
$1.23M 0.27%
39,703
-24,017
87
$1.17M 0.26%
6,249
88
$1.15M 0.25%
25,312
89
$1.15M 0.25%
61,674
90
$1.13M 0.25%
23,054
91
$1.1M 0.24%
9,711
+45
92
$1.01M 0.22%
20,395
93
$1M 0.22%
14,644
-500
94
$956K 0.21%
5,207
-60
95
$946K 0.21%
5,305
+1,772
96
$938K 0.21%
25,784
97
$936K 0.21%
30,764
98
$928K 0.2%
7,486
-160
99
$922K 0.2%
22,087
-250
100
$834K 0.18%
10,437
+400
2 3
4
5 6