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
$477M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$951K
3
+$819K
4
EMR icon
Emerson Electric
EMR
+$687K
5
SABR icon
Sabre
SABR
+$502K

Top Sells

1
+$970K
2
+$814K
3
+$547K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$277K

Sector Composition

1 Financials 16.95%
2 Communication Services 14.37%
3 Technology 12.87%
4 Healthcare 11.13%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.07%
12,023
+200
127
$323K 0.07%
7,020
128
$315K 0.07%
+12,900
129
$310K 0.07%
4,624
130
$309K 0.06%
27,469
131
$308K 0.06%
3,478
132
$307K 0.06%
2,227
133
$299K 0.06%
+20,280
134
$294K 0.06%
+11,210
135
$289K 0.06%
2,024
-100
136
$287K 0.06%
980
137
$281K 0.06%
+14,727
138
$279K 0.06%
1,230
-14
139
$272K 0.06%
16,645
140
$270K 0.06%
5,082
141
$269K 0.06%
9,196
142
$267K 0.06%
24,279
143
$266K 0.06%
5,310
144
$266K 0.06%
16,064
+2,000
145
$265K 0.06%
4,410
146
$265K 0.06%
257
147
$264K 0.06%
31,221
-4,879
148
$264K 0.06%
1,996
149
$262K 0.05%
6,450
150
$261K 0.05%
13,360
4 5
6
7 8