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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$349K 0.03%
1,635
-249
177
$348K 0.03%
9,011
-900
178
$346K 0.03%
1,685
-10
179
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-2,506
180
$338K 0.03%
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181
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10,500
-2,445
182
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6,536
183
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17,097
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184
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4,235
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185
$302K 0.03%
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186
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1,210
187
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188
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189
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190
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191
$281K 0.03%
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192
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193
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194
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195
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196
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197
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198
$263K 0.02%
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199
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172
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200
$251K 0.02%
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