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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.16%
26,480
102
$665K 0.16%
15,327
103
$611K 0.15%
20,947
-300
104
$600K 0.14%
9,410
-1,000
105
$581K 0.14%
6,017
+120
106
$573K 0.14%
3,735
107
$566K 0.14%
22,440
+2,100
108
$538K 0.13%
4,878
+75
109
$526K 0.13%
358
-7
110
$511K 0.12%
58,720
111
$471K 0.11%
3,394
112
$434K 0.1%
3,680
113
$424K 0.1%
13,787
+177
114
$402K 0.1%
12,665
115
$390K 0.09%
1,614
116
$389K 0.09%
6,237
117
$388K 0.09%
4,590
118
$377K 0.09%
5,374
119
$329K 0.08%
976
120
$327K 0.08%
10,177
121
$326K 0.08%
5,001
122
$315K 0.08%
3,809
123
$311K 0.07%
2,491
124
$311K 0.07%
3,361
125
$311K 0.07%
17,389
3 4
5
6 7