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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.06%
1,805
-10
152
$459K 0.06%
11,951
+750
153
$458K 0.06%
6,495
+338
154
$456K 0.06%
3,228
+17
155
$441K 0.06%
2,015
+1
156
$435K 0.06%
12,185
+100
157
$434K 0.06%
927
158
$432K 0.06%
4,227
-1,238
159
$420K 0.05%
11,080
160
$417K 0.05%
21,852
161
$411K 0.05%
2,608
162
$393K 0.05%
1,957
-165
163
$387K 0.05%
2,285
+431
164
$383K 0.05%
22,848
+998
165
$366K 0.05%
3,079
166
$355K 0.05%
11,375
167
$351K 0.04%
3,768
-100
168
$343K 0.04%
4,464
169
$338K 0.04%
20,097
170
$336K 0.04%
4,712
-353
171
$334K 0.04%
+1,697
172
$333K 0.04%
10,350
173
$330K 0.04%
2,160
+55
174
$324K 0.04%
+3,190
175
$324K 0.04%
14,864
-904
5 6
7
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