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
$457M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$654K
4
EMR icon
Emerson Electric
EMR
+$531K
5
COP icon
ConocoPhillips
COP
+$465K

Top Sells

1
+$2M
2
+$742K
3
+$447K
4
HBANP
Huntington Bancshars Inc. Pfd Ser A
HBANP
+$447K
5
MA icon
Mastercard
MA
+$355K

Sector Composition

1 Financials 16.93%
2 Communication Services 14.08%
3 Technology 12.52%
4 Consumer Staples 11.31%
5 Healthcare 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.05%
4,410
152
$241K 0.05%
1,550
153
$239K 0.05%
1,996
154
$238K 0.05%
5,517
155
$235K 0.05%
4,485
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156
$234K 0.05%
2,800
157
$232K 0.05%
4,389
-150
158
$228K 0.05%
7,682
159
$227K 0.05%
4,958
160
$226K 0.05%
15,397
161
$226K 0.05%
3,450
-264
162
$224K 0.05%
13,360
163
$223K 0.05%
6,450
164
$220K 0.05%
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165
$219K 0.05%
4,652
166
$216K 0.05%
2,902
167
$215K 0.05%
2,774
-23
168
$214K 0.05%
2,230
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169
$213K 0.05%
5,000
170
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+7,700
171
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8,689
172
$206K 0.05%
4,025
-2,841
173
$206K 0.05%
1,219
174
$205K 0.04%
14,064
175
$201K 0.04%
4,600
-858
4 5 6
7
8