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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.07%
15,957
127
$745K 0.07%
4,647
+105
128
$737K 0.07%
1,346
+38
129
$737K 0.07%
51,833
130
$721K 0.07%
1,621
+62
131
$713K 0.06%
1,956
132
$706K 0.06%
18,879
-5,334
133
$674K 0.06%
21,772
-2,910
134
$653K 0.06%
+3,807
135
$648K 0.06%
17,938
-500
136
$633K 0.06%
7,804
-60
137
$631K 0.06%
1,687
-68
138
$616K 0.06%
3,963
-30
139
$587K 0.05%
3,385
140
$585K 0.05%
12,317
-15,156
141
$581K 0.05%
5,771
142
$565K 0.05%
14,534
-95,839
143
$548K 0.05%
12,900
+1,825
144
$547K 0.05%
604
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145
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1,136
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146
$530K 0.05%
26,693
+4,325
147
$525K 0.05%
14,390
-1,400
148
$519K 0.05%
9,620
-1,995
149
$517K 0.05%
7,933
+526
150
$490K 0.04%
2,415
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4 5
6
7 8