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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.23%
53,929
-735
77
$2.48M 0.23%
15,627
-4,063
78
$2.47M 0.23%
1,937
-75
79
$2.47M 0.22%
20,673
+1,426
80
$2.45M 0.22%
6,316
81
$2.37M 0.22%
1,507
-90
82
$2.35M 0.21%
39,542
-1,350
83
$2.31M 0.21%
7,697
-124
84
$2.15M 0.2%
11,780
+27
85
$1.98M 0.18%
59,333
-1,047
86
$1.82M 0.17%
8,474
87
$1.81M 0.17%
4,730
-31
88
$1.8M 0.16%
10,398
+174
89
$1.79M 0.16%
36,612
-226
90
$1.77M 0.16%
42,860
-1,061
91
$1.77M 0.16%
10,167
-1,275
92
$1.74M 0.16%
15,985
-450
93
$1.69M 0.15%
6,331
94
$1.61M 0.15%
8,849
-37,253
95
$1.55M 0.14%
55,284
-4,392
96
$1.5M 0.14%
22,950
-270
97
$1.49M 0.14%
21,940
+2,169
98
$1.48M 0.13%
24,885
-1,086
99
$1.45M 0.13%
19,395
100
$1.44M 0.13%
19,949
+360
2 3
4
5 6