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
$477M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$951K
3
+$819K
4
EMR icon
Emerson Electric
EMR
+$687K
5
SABR icon
Sabre
SABR
+$502K

Top Sells

1
+$970K
2
+$814K
3
+$547K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$277K

Sector Composition

1 Financials 16.95%
2 Communication Services 14.37%
3 Technology 12.87%
4 Healthcare 11.13%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.35%
11,040
77
$1.64M 0.34%
27,443
+752
78
$1.63M 0.34%
30,953
-639
79
$1.59M 0.33%
23,291
+80
80
$1.52M 0.32%
11,282
81
$1.51M 0.32%
26,547
-400
82
$1.41M 0.3%
5
83
$1.39M 0.29%
10,236
84
$1.39M 0.29%
71,130
85
$1.36M 0.29%
37,802
-371
86
$1.31M 0.27%
61,674
87
$1.29M 0.27%
9,628
-83
88
$1.27M 0.27%
25,784
89
$1.25M 0.26%
13,445
-391
90
$1.24M 0.26%
6,249
91
$1.13M 0.24%
23,054
92
$1.1M 0.23%
25,312
93
$1.01M 0.21%
14,644
94
$985K 0.21%
20,395
95
$906K 0.19%
22,087
96
$895K 0.19%
4,727
+1,927
97
$875K 0.18%
2,536
-129
98
$851K 0.18%
5,172
-35
99
$812K 0.17%
30,505
-259
100
$780K 0.16%
10,437
2 3
4
5 6