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
176
-3,588
177
-7,250
178
-3,676
179
-5,260
180
-5,517
181
-5,998
182
-6,450
183
-3,160
184
-8,368