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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.26%
6,316
77
$2.53M 0.24%
40,892
-2,500
78
$2.52M 0.24%
53,566
+15,086
79
$2.5M 0.24%
9,514
-1,749
80
$2.49M 0.23%
4,761
+36
81
$2.48M 0.23%
10,248
-62
82
$2.48M 0.23%
2,012
-116
83
$2.43M 0.23%
1,597
84
$2.3M 0.22%
19,247
-100
85
$2.27M 0.21%
7,821
-14
86
$2.24M 0.21%
60,380
-385
87
$2.16M 0.2%
8,474
-88
88
$2.15M 0.2%
11,753
+23
89
$2.07M 0.19%
16,435
-1,443
90
$1.95M 0.18%
10,224
+50
91
$1.84M 0.17%
43,921
-7,499
92
$1.81M 0.17%
36,838
-1,370
93
$1.71M 0.16%
6,569
-2,304
94
$1.66M 0.16%
59,676
-6,285
95
$1.65M 0.15%
6,331
-53
96
$1.63M 0.15%
23,220
97
$1.56M 0.15%
11,442
-1,090
98
$1.53M 0.14%
4,761
99
$1.52M 0.14%
19,395
100
$1.51M 0.14%
25,971
-2,246
2 3
4
5 6