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
$300M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$557K
3
+$218K
4
PSX icon
Phillips 66
PSX
+$210K
5
BWA icon
BorgWarner
BWA
+$207K

Top Sells

1
+$4.55M
2
+$4.43M
3
+$3.07M
4
UL icon
Unilever
UL
+$3.01M
5
VOD icon
Vodafone
VOD
+$1.36M

Sector Composition

1 Communication Services 13.5%
2 Technology 13.07%
3 Consumer Staples 12.63%
4 Financials 11.44%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.13%
14,648
102
$375K 0.13%
46,370
-1,400
103
$374K 0.12%
4,007
+57
104
$351K 0.12%
11,420
-50
105
$343K 0.11%
1,569
+50
106
$336K 0.11%
13,610
107
$334K 0.11%
5,319
-1,000
108
$320K 0.11%
4,373
+464
109
$300K 0.1%
2,000
110
$295K 0.1%
3,194
111
$290K 0.1%
24,250
-1,000
112
$285K 0.1%
7,675
-2,785
113
$275K 0.09%
10,385
-700
114
$259K 0.09%
2,037
-44
115
$250K 0.08%
14,685
116
$234K 0.08%
2,057
117
$233K 0.08%
4,652
-460
118
$229K 0.08%
2,275
-203
119
$221K 0.07%
4,250
-3,000
120
$219K 0.07%
13,680
-1,037
121
$218K 0.07%
+3,800
122
$217K 0.07%
7,702
-800
123
$216K 0.07%
4,092
124
$213K 0.07%
1,287
125
$210K 0.07%
+2,673
3 4
5
6 7