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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$819K 0.08%
51,833
+40
127
$816K 0.08%
4,820
-40
128
$785K 0.07%
9,835
-235
129
$745K 0.07%
11,412
130
$740K 0.07%
4,542
-47
131
$695K 0.07%
18,438
-1,000
132
$688K 0.06%
15,957
-13
133
$688K 0.06%
1,308
+636
134
$682K 0.06%
3,385
135
$661K 0.06%
7,864
-43
136
$659K 0.06%
1,956
-72
137
$645K 0.06%
3,993
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138
$622K 0.06%
1,559
-82
139
$608K 0.06%
11,615
-1,050
140
$604K 0.06%
1,755
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141
$580K 0.05%
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-50
142
$573K 0.05%
6,269
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143
$548K 0.05%
15,790
144
$532K 0.05%
6,109
-1,993
145
$509K 0.05%
2,421
-13
146
$506K 0.05%
2,853
-87
147
$496K 0.05%
1,091
148
$477K 0.04%
7,407
-24
149
$454K 0.04%
584
-100
150
$453K 0.04%
5,680
-107,962
4 5
6
7 8