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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.13%
74,923
-4,954
102
$1.39M 0.13%
15,895
-35,349
103
$1.39M 0.13%
4,788
104
$1.36M 0.12%
6,227
105
$1.33M 0.12%
26,795
106
$1.3M 0.12%
35,716
107
$1.25M 0.11%
19,750
-130
108
$1.23M 0.11%
4,176
+328
109
$1.22M 0.11%
19,395
-41
110
$1.21M 0.11%
15,053
-169
111
$1.18M 0.11%
4,447
-83
112
$1.18M 0.11%
3,783
+85
113
$1.16M 0.11%
4,431
114
$1.15M 0.1%
8,389
-90
115
$1.08M 0.1%
25,915
-1,288
116
$1.06M 0.1%
4,302
-2,267
117
$1.04M 0.09%
7,369
+325
118
$944K 0.09%
9,708
119
$935K 0.09%
20,527
-240
120
$911K 0.08%
65,200
-2,500
121
$911K 0.08%
4,689
122
$911K 0.08%
4,236
123
$771K 0.07%
9,839
+4
124
$761K 0.07%
4,391
-429
125
$759K 0.07%
11,412
3 4
5
6 7