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
$477M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$951K
3
+$819K
4
EMR icon
Emerson Electric
EMR
+$687K
5
SABR icon
Sabre
SABR
+$502K

Top Sells

1
+$970K
2
+$814K
3
+$547K
4
BMY icon
Bristol-Myers Squibb
BMY
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$277K

Sector Composition

1 Financials 16.95%
2 Communication Services 14.37%
3 Technology 12.87%
4 Healthcare 11.13%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.05%
5,517
152
$257K 0.05%
4,389
153
$256K 0.05%
3,248
154
$255K 0.05%
2,077
-500
155
$251K 0.05%
+9,300
156
$249K 0.05%
4,485
157
$247K 0.05%
+15,712
158
$246K 0.05%
7,544
-138
159
$243K 0.05%
2,393
-1,136
160
$237K 0.05%
4,025
161
$236K 0.05%
14,766
162
$235K 0.05%
2,336
-1,228
163
$234K 0.05%
6,000
164
$233K 0.05%
2,800
165
$228K 0.05%
772
166
$227K 0.05%
+4,849
167
$227K 0.05%
8,255
-1,859
168
$226K 0.05%
1,449
-87
169
$225K 0.05%
6,544
170
$224K 0.05%
+1,700
171
$224K 0.05%
1,219
172
$221K 0.05%
4,652
173
$219K 0.05%
2,774
174
$219K 0.05%
+2,880
175
$218K 0.05%
8,689
4 5 6
7
8