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
$477M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$951K
3
+$819K
4
EMR icon
Emerson Electric
EMR
+$687K
5
SABR icon
Sabre
SABR
+$502K

Top Sells

1
+$970K
2
+$814K
3
+$547K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$277K

Sector Composition

1 Financials 16.95%
2 Communication Services 14.37%
3 Technology 12.87%
4 Healthcare 11.13%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$730K 0.15%
16,968
+1,000
102
$664K 0.14%
23,241
-99
103
$638K 0.13%
12,672
-1,100
104
$627K 0.13%
5,836
-1,650
105
$573K 0.12%
3,394
106
$549K 0.12%
6,460
+1,640
107
$540K 0.11%
57,900
-1,500
108
$538K 0.11%
12,521
-252
109
$534K 0.11%
7,810
-150
110
$523K 0.11%
6,140
111
$503K 0.11%
4,844
+170
112
$497K 0.1%
20,432
-627
113
$492K 0.1%
13,697
+1,800
114
$477K 0.1%
14,259
-382
115
$446K 0.09%
3,760
116
$420K 0.09%
1,549
117
$419K 0.09%
3,733
118
$413K 0.09%
11,948
-625
119
$387K 0.08%
9,272
+4
120
$386K 0.08%
5,319
121
$383K 0.08%
2,824
122
$369K 0.08%
12,384
-27,319
123
$339K 0.07%
21,397
+6,000
124
$335K 0.07%
2,482
125
$331K 0.07%
14,889
3 4
5
6 7