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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.1%
6,130
-188
127
$295K 0.1%
2,381
128
$295K 0.1%
2,000
129
$290K 0.09%
3,657
+150
130
$283K 0.09%
19,040
-250
131
$278K 0.09%
3,065
132
$276K 0.09%
7,280
-375
133
$269K 0.09%
3,194
134
$256K 0.08%
6,000
135
$234K 0.08%
7,266
-1,226
136
$232K 0.08%
1,390
+64
137
$231K 0.07%
5,367
-480
138
$227K 0.07%
4,300
139
$226K 0.07%
+8,412
140
$223K 0.07%
3,881
141
$216K 0.07%
1,700
142
$216K 0.07%
5,325
143
$215K 0.07%
2,600
144
$214K 0.07%
2,940
145
$212K 0.07%
+5,836
146
$211K 0.07%
+5,000
147
$205K 0.07%
11,899
148
$205K 0.07%
+2,534
149
$203K 0.07%
+2,178
150
$200K 0.06%
+2,490
3 4 5
6
7