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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$770K 0.1%
9,944
127
$748K 0.1%
23,268
+61
128
$734K 0.09%
14,716
-2,958
129
$726K 0.09%
17,437
+1,523
130
$693K 0.09%
41,873
+1,001
131
$656K 0.08%
5,014
132
$637K 0.08%
3,780
133
$632K 0.08%
22,876
-545
134
$623K 0.08%
9,964
+389
135
$610K 0.08%
+65,974
136
$599K 0.08%
9,258
137
$581K 0.07%
12,140
-470
138
$573K 0.07%
40,997
139
$547K 0.07%
1,064
-4
140
$543K 0.07%
5,066
141
$542K 0.07%
4,112
+101
142
$540K 0.07%
1,256
-69
143
$540K 0.07%
13,230
-849
144
$535K 0.07%
7,661
-156
145
$527K 0.07%
28,171
-400
146
$486K 0.06%
2,797
147
$486K 0.06%
21,979
148
$485K 0.06%
31,990
+360
149
$482K 0.06%
16,790
150
$464K 0.06%
2,082
+77
4 5
6
7 8