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
201
$242K 0.02%
7,720
202
$242K 0.02%
+1,750
203
$236K 0.02%
1,795
-117
204
$231K 0.02%
6,250
205
$230K 0.02%
1,495
-65
206
$229K 0.02%
1,066
-7
207
$228K 0.02%
18,778
208
$222K 0.02%
1,760
209
$218K 0.02%
1,100
-200
210
$216K 0.02%
2,628
211
$215K 0.02%
12,468
-300
212
$214K 0.02%
617
213
$212K 0.02%
+2,264
214
$211K 0.02%
7,730
215
$207K 0.02%
1,694
216
$204K 0.02%
+2,442
217
$204K 0.02%
+2,645
218
$202K 0.02%
+3,033
219
$201K 0.02%
+1,189
220
$191K 0.02%
17,907
-120
221
$155K 0.01%
10,220
222
$138K 0.01%
19,550
223
$91.5K 0.01%
11,933
224
$28.6K ﹤0.01%
11,000
225
– –
-9,400
6 7 8
9
10