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
176
$317K 0.04%
12,796
177
$307K 0.04%
3,735
+264
178
$296K 0.04%
14,826
179
$295K 0.04%
9,301
-6,279
180
$295K 0.04%
2,554
181
$294K 0.04%
618
+125
182
$285K 0.04%
6,208
183
$281K 0.04%
5,893
184
$278K 0.04%
19,369
+6,008
185
$272K 0.03%
1,000
186
$270K 0.03%
8,667
+100
187
$264K 0.03%
3,350
188
$264K 0.03%
2,628
189
$263K 0.03%
5,722
+541
190
$260K 0.03%
18,778
191
$259K 0.03%
1,739
192
$253K 0.03%
465
193
$250K 0.03%
4,945
194
$249K 0.03%
18,027
195
$243K 0.03%
6,940
+490
196
$241K 0.03%
+5,320
197
$239K 0.03%
+4,872
198
$236K 0.03%
21,226
-5,139
199
$234K 0.03%
8,380
200
$230K 0.03%
20,550
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