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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.18%
5,625
+325
102
$550K 0.18%
6,319
103
$508K 0.16%
6,587
+525
104
$499K 0.16%
+2,980
105
$494K 0.16%
11,415
+225
106
$494K 0.16%
375
+27
107
$492K 0.16%
3,845
108
$464K 0.15%
14,310
109
$450K 0.15%
12,339
110
$447K 0.15%
24,944
-2,156
111
$441K 0.14%
5,442
+1,315
112
$439K 0.14%
22,750
+3,175
113
$431K 0.14%
4,320
114
$420K 0.14%
16,798
115
$405K 0.13%
336
116
$371K 0.12%
20,120
117
$356K 0.12%
28,800
118
$352K 0.11%
3,950
119
$351K 0.11%
14,046
120
$343K 0.11%
5,908
121
$339K 0.11%
12,615
+3,000
122
$336K 0.11%
3,300
123
$326K 0.11%
6,369
124
$316K 0.1%
2,909
125
$312K 0.1%
4,214
+150
3 4
5
6 7