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
$411M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$427K
3
+$342K
4
COP icon
ConocoPhillips
COP
+$322K
5
GE icon
GE Aerospace
GE
+$319K

Top Sells

1
+$277K
2
+$258K
3
+$250K
4
TGT icon
Target
TGT
+$228K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$226K

Sector Composition

1 Communication Services 17.37%
2 Consumer Staples 14.23%
3 Financials 13.43%
4 Healthcare 10.6%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$243K 0.06%
5,082
152
$237K 0.06%
2,688
153
$236K 0.06%
2,883
154
$236K 0.06%
13,360
155
$229K 0.06%
14,766
156
$226K 0.06%
4,055
-794
157
$225K 0.05%
2,600
158
$224K 0.05%
15,397
159
$217K 0.05%
+7,730
160
$217K 0.05%
+9,196
161
$214K 0.05%
2,957
162
$207K 0.05%
+772
163
$207K 0.05%
4,825
164
$207K 0.05%
5,010
+125
165
$205K 0.05%
+1,556
166
$202K 0.05%
+4,652
167
$201K 0.05%
11,884
168
$201K 0.05%
14,064
169
$197K 0.05%
+23,661
170
$184K 0.04%
2,195
171
$155K 0.04%
10,441
172
$127K 0.03%
13,534
173
$79K 0.02%
10,900
-1,000
174
$70K 0.02%
13,250
175
$35K 0.01%
11,000
4 5 6
7
8