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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 3.54%
163,692
-10,677
2
$9.98M 3.47%
102,180
+189
3
$9.65M 3.36%
98,265
+695
4
$8.44M 2.93%
105,448
-361
5
$8.18M 2.84%
97,955
-178
6
$7M 2.43%
143,499
-595
7
$6.96M 2.42%
71,373
+1,377
8
$6.95M 2.41%
90,880
-73
9
$6.58M 2.29%
170,129
+320
10
$6.29M 2.19%
84,260
-1,730
11
$5.98M 2.08%
74,227
+458
12
$5.75M 2%
207,133
+2,208
13
$5.69M 1.98%
69,473
+1,349
14
$5.63M 1.96%
45,349
-325
15
$5.13M 1.78%
43,143
+307
16
$4.54M 1.58%
236,964
-2,912
17
$4.35M 1.51%
111,041
18
$4.24M 1.48%
33,820
+2,085
19
$4.24M 1.47%
75,496
+57,014
20
$4.23M 1.47%
103,087
+5,002
21
$4.08M 1.42%
39,061
22
$3.94M 1.37%
82,808
+21,420
23
$3.92M 1.36%
26,343
+170
24
$3.85M 1.34%
20,898
-196
25
$3.84M 1.33%
54,061
-482
1
2 3 4 5