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
201
$230K 0.03%
4,580
202
$227K 0.03%
9,400
203
$226K 0.03%
1,907
+1
204
$223K 0.03%
2,442
205
$222K 0.03%
5,833
206
$220K 0.03%
678
-59
207
$212K 0.03%
+2,487
208
$209K 0.03%
1,210
209
$207K 0.03%
4,090
210
$206K 0.03%
7,720
211
$206K 0.03%
+3,905
212
$205K 0.03%
3,915
213
$205K 0.03%
834
-35
214
$203K 0.03%
9,700
215
$201K 0.03%
1,925
216
$201K 0.03%
5,017
217
$194K 0.02%
14,600
218
$180K 0.02%
10,220
219
$180K 0.02%
15,010
220
$176K 0.02%
10,947
221
$89K 0.01%
11,933
222
$43K 0.01%
11,000
223
$34K ﹤0.01%
14,789
224
– –
-1,311
225
– –
-4,550
6 7 8
9
10