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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.14%
27,203
-2,902
102
$1.42M 0.13%
6,227
103
$1.41M 0.13%
79,877
-5,423
104
$1.4M 0.13%
4,530
-17,878
105
$1.39M 0.13%
19,880
-1,450
106
$1.37M 0.13%
27,473
-4,568
107
$1.35M 0.13%
4,788
-208
108
$1.33M 0.13%
15,222
+93
109
$1.33M 0.13%
35,716
-1,816
110
$1.33M 0.12%
26,795
111
$1.31M 0.12%
19,589
-405
112
$1.26M 0.12%
8,479
-6
113
$1.24M 0.12%
4,431
114
$1.2M 0.11%
3,848
+76
115
$1.19M 0.11%
19,771
+34
116
$1.13M 0.11%
19,436
-38
117
$1.09M 0.1%
24,682
-1,171
118
$1.05M 0.1%
3,698
-137
119
$933K 0.09%
67,700
-4,000
120
$914K 0.09%
9,708
-1,162
121
$906K 0.09%
20,767
-190
122
$898K 0.08%
4,689
-90
123
$890K 0.08%
24,213
-6,736
124
$885K 0.08%
7,044
125
$871K 0.08%
4,236
-383
3 4
5
6 7