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
$324M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.65M
3
+$1.86M
4
MRK icon
Merck
MRK
+$576K
5
BMY icon
Bristol-Myers Squibb
BMY
+$435K

Top Sells

1
+$8.57M
2
+$4.35M
3
+$1.55M
4
HRI icon
Herc Holdings
HRI
+$345K
5
T icon
AT&T
T
+$226K

Sector Composition

1 Communication Services 18.95%
2 Consumer Staples 15.47%
3 Financials 12.73%
4 Healthcare 10.5%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.15%
3,657
102
$476K 0.15%
15,827
-2,425
103
$465K 0.14%
30,389
-7,821
104
$444K 0.14%
1,944
+175
105
$431K 0.13%
11,663
106
$424K 0.13%
5,203
+74
107
$403K 0.12%
7,737
108
$395K 0.12%
14,648
109
$382K 0.12%
4,007
110
$382K 0.12%
288
111
$373K 0.12%
3,680
112
$371K 0.11%
2,000
113
$363K 0.11%
13,784
114
$332K 0.1%
7,790
-400
115
$327K 0.1%
6,828
116
$319K 0.1%
15,609
-2,010
117
$316K 0.1%
3,714
-400
118
$315K 0.1%
3,394
119
$305K 0.09%
3,723
-50
120
$304K 0.09%
11,382
-38
121
$267K 0.08%
6,010
-1,400
122
$266K 0.08%
4,252
-400
123
$250K 0.08%
49,470
+2,500
124
$245K 0.08%
5,319
125
$244K 0.08%
1,954
+36
2 3 4
5
6