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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.07%
36,100
+500
127
$322K 0.07%
4,624
128
$318K 0.07%
2,124
+37
129
$317K 0.07%
10,114
130
$314K 0.07%
257
131
$310K 0.07%
14,889
-2,500
132
$308K 0.07%
7,020
133
$308K 0.07%
2,227
+34
134
$305K 0.07%
980
135
$302K 0.07%
2,577
136
$301K 0.07%
3,478
137
$299K 0.07%
1,244
-75
138
$288K 0.06%
+27,469
139
$277K 0.06%
4,200
140
$268K 0.06%
5,310
-300
141
$267K 0.06%
9,196
142
$264K 0.06%
5,082
143
$263K 0.06%
40,650
-54,150
144
$263K 0.06%
1,536
-50
145
$261K 0.06%
772
146
$259K 0.06%
24,279
147
$257K 0.06%
3,248
+159
148
$253K 0.06%
16,645
149
$253K 0.06%
11,823
150
$249K 0.05%
14,766
4 5
6
7 8