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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.17%
40,277
-841
102
$1.34M 0.17%
72,803
-897
103
$1.34M 0.17%
6,022
+191
104
$1.33M 0.17%
10,248
-500
105
$1.31M 0.17%
9,111
+636
106
$1.28M 0.16%
7,448
+1,331
107
$1.23M 0.16%
+91,913
108
$1.2M 0.15%
66,758
-280
109
$1.19M 0.15%
5,385
-75
110
$1.17M 0.15%
2,180
-103
111
$1.15M 0.15%
19,395
112
$1.05M 0.13%
27,145
-1,180
113
$1.04M 0.13%
25,737
-300
114
$1.01M 0.13%
58,833
-4,574
115
$986K 0.13%
5,227
+449
116
$957K 0.12%
5,435
+338
117
$953K 0.12%
18,227
-500
118
$928K 0.12%
22,220
-100
119
$907K 0.12%
5,274
-167
120
$890K 0.11%
30,412
+6,108
121
$857K 0.11%
3,524
+54
122
$849K 0.11%
16,009
123
$846K 0.11%
5,021
-100
124
$823K 0.11%
29,038
+16,000
125
$822K 0.11%
4,177
+476
3 4
5
6 7