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
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.03%
3,350
-657
177
$337K 0.03%
4,400
-8
178
$332K 0.03%
2,809
179
$323K 0.03%
2,996
180
$320K 0.03%
1,210
181
$320K 0.03%
5,509
-631
182
$318K 0.03%
15,687
-285
183
$316K 0.03%
5,050
184
$315K 0.03%
3,522
185
$310K 0.03%
17,067
186
$307K 0.03%
1,800
187
$304K 0.03%
40,897
-261
188
$301K 0.03%
17,097
189
$293K 0.03%
8,529
-1,971
190
$292K 0.03%
11,885
-1,879
191
$285K 0.03%
4,826
-854
192
$283K 0.03%
172
193
$278K 0.03%
7,001
-400
194
$272K 0.02%
4,090
195
$267K 0.02%
11,696
-1,000
196
$267K 0.02%
1,925
197
$265K 0.02%
4,593
198
$257K 0.02%
465
199
$257K 0.02%
14,386
-5,087
200
$254K 0.02%
1,290
+224
6 7
8
9 10