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
201
$238K 0.02%
6,250
202
$232K 0.02%
1,675
-75
203
$231K 0.02%
1,638
204
$228K 0.02%
1,795
205
$227K 0.02%
+2,339
206
$220K 0.02%
8,850
-1,500
207
$219K 0.02%
1,694
208
$217K 0.02%
18,778
209
$217K 0.02%
+1,278
210
$214K 0.02%
1,760
211
$209K 0.02%
+1,960
212
$206K 0.02%
2,628
213
$205K 0.02%
2,442
214
$204K 0.02%
6,800
-930
215
$202K 0.02%
+4,165
216
$178K 0.02%
21,332
-5,073
217
$162K 0.01%
14,557
-3,350
218
$131K 0.01%
10,220
219
$111K 0.01%
16,550
-3,000
220
$84.8K 0.01%
+84,759
221
$82.1K 0.01%
11,933
222
$24.9K ﹤0.01%
11,000
223
– –
-617
224
– –
-12,468
225
– –
-1,495
6 7 8
9
10