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
$411M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$427K
3
+$342K
4
COP icon
ConocoPhillips
COP
+$322K
5
GE icon
GE Aerospace
GE
+$319K

Top Sells

1
+$277K
2
+$258K
3
+$250K
4
TGT icon
Target
TGT
+$228K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$226K

Sector Composition

1 Communication Services 17.37%
2 Consumer Staples 14.23%
3 Financials 13.43%
4 Healthcare 10.6%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.08%
5,993
+100
127
$302K 0.07%
3,809
+3
128
$302K 0.07%
21,925
129
$302K 0.07%
3,361
-50
130
$302K 0.07%
9,832
131
$300K 0.07%
2,491
132
$300K 0.07%
3,614
-100
133
$297K 0.07%
5,319
134
$289K 0.07%
3,478
135
$289K 0.07%
5,610
+25
136
$282K 0.07%
8,796
+52
137
$282K 0.07%
14,925
-1,000
138
$280K 0.07%
9,275
139
$270K 0.07%
7,020
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140
$262K 0.06%
2,193
141
$260K 0.06%
267
142
$259K 0.06%
1,327
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143
$258K 0.06%
3,800
144
$257K 0.06%
5,771
+38
145
$256K 0.06%
5,780
+40
146
$255K 0.06%
+35,600
147
$255K 0.06%
24,279
148
$254K 0.06%
1,586
149
$250K 0.06%
2,699
150
$243K 0.06%
4,200
4 5
6
7 8