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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$499K
3 +$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1 +$746K
2 +$414K
3 +$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$170K 0.06%
10,012
152
$134K 0.04%
12,207
153
$90K 0.03%
28,643
-9,000
154
-6,112
155
-15,685
156
-26,469