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
$324M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.65M
3
+$1.86M
4
MRK icon
Merck
MRK
+$576K
5
BMY icon
Bristol-Myers Squibb
BMY
+$435K

Top Sells

1
+$8.57M
2
+$4.35M
3
+$1.55M
4
HRI icon
Herc Holdings
HRI
+$345K
5
T icon
AT&T
T
+$226K

Sector Composition

1 Communication Services 18.95%
2 Consumer Staples 15.47%
3 Financials 12.73%
4 Healthcare 10.5%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.07%
3,478
+203
127
$239K 0.07%
1,174
-600
128
$238K 0.07%
13,905
-1,405
129
$237K 0.07%
8,974
130
$234K 0.07%
6,575
131
$233K 0.07%
5,450
-8,068
132
$227K 0.07%
+8,744
133
$227K 0.07%
5,150
134
$223K 0.07%
3,801
+35
135
$219K 0.07%
8,073
-625
136
$217K 0.07%
1,787
137
$210K 0.06%
+4,650
138
$208K 0.06%
5,958
139
$200K 0.06%
+6,000
140
$181K 0.06%
+2,386
141
$174K 0.05%
10,012
142
$159K 0.05%
11,597
143
$143K 0.04%
13,096
144
$127K 0.04%
15,135
+3,550
145
$126K 0.04%
11,189
146
$106K 0.03%
+13,534
147
$90K 0.03%
10,610
-2,000
148
$84K 0.03%
20,200
-2,000
149
– –
-10,000
150
– –
-149,672
2 3 4 5
6