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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61M 0.33%
69,871
-5,212
77
$2.55M 0.33%
53,313
-1,626
78
$2.38M 0.3%
6,339
79
$2.36M 0.3%
16,997
-390
80
$2.2M 0.28%
104,933
-37,172
81
$2.17M 0.28%
6,648
-225
82
$2.13M 0.27%
19,718
-925
83
$2.1M 0.27%
1,620
84
$2.09M 0.27%
15,843
85
$2.08M 0.27%
16,301
-950
86
$2.04M 0.26%
57,150
+234
87
$1.97M 0.25%
8,654
88
$1.93M 0.25%
46,791
-1,118
89
$1.88M 0.24%
24,965
-25
90
$1.84M 0.24%
20,893
+37
91
$1.83M 0.23%
8,066
+851
92
$1.76M 0.22%
60,472
93
$1.74M 0.22%
44,413
-1,058
94
$1.53M 0.2%
4,053
-222
95
$1.49M 0.19%
30,329
96
$1.48M 0.19%
23,839
-396
97
$1.44M 0.18%
36,188
+1,338
98
$1.4M 0.18%
9,898
+347
99
$1.39M 0.18%
14,029
-14,343
100
$1.38M 0.18%
10,912
+401
2 3
4
5 6