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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.06%
3,300
-500
152
$237K 0.06%
+5,400
153
$235K 0.06%
+5,517
154
$235K 0.06%
7,730
155
$233K 0.06%
14,766
156
$227K 0.05%
15,397
157
$226K 0.05%
34,000
-1,600
158
$225K 0.05%
4,055
159
$224K 0.05%
+9,966
160
$221K 0.05%
3,057
+100
161
$215K 0.05%
2,600
162
$215K 0.05%
13,360
163
$214K 0.05%
772
164
$213K 0.05%
+2,771
165
$212K 0.05%
+5,458
166
$209K 0.05%
11,884
167
$209K 0.05%
9,196
168
$208K 0.05%
4,652
169
$206K 0.05%
4,825
170
$202K 0.05%
14,064
171
$201K 0.05%
1,556
172
$200K 0.05%
+2,087
173
$192K 0.05%
23,046
-615
174
$192K 0.05%
+11,250
175
$167K 0.04%
2,195
4 5 6
7
8