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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$818K 0.18%
2,665
102
$703K 0.15%
13,772
-600
103
$692K 0.15%
23,340
+150
104
$685K 0.15%
15,968
+6,210
105
$586K 0.13%
21,059
-778
106
$573K 0.13%
59,400
107
$546K 0.12%
3,394
108
$527K 0.12%
7,960
-450
109
$516K 0.11%
14,641
110
$513K 0.11%
6,140
111
$482K 0.11%
4,674
-913
112
$481K 0.11%
12,773
-192
113
$481K 0.11%
2,800
+1,093
114
$473K 0.1%
3,760
115
$416K 0.09%
2,824
116
$408K 0.09%
1,549
-65
117
$405K 0.09%
11,897
-200
118
$392K 0.09%
3,564
-1,539
119
$391K 0.09%
12,573
120
$378K 0.08%
9,268
+4
121
$375K 0.08%
2,482
122
$358K 0.08%
3,733
-30
123
$357K 0.08%
3,529
124
$349K 0.08%
4,820
+460
125
$349K 0.08%
5,319
3 4
5
6 7