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
$308M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$499K
3
+$391K
4
EMR icon
Emerson Electric
EMR
+$334K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$251K

Top Sells

1
+$746K
2
+$414K
3
+$344K
4
D icon
Dominion Energy
D
+$261K
5
KMPR icon
Kemper
KMPR
+$236K

Sector Composition

1 Communication Services 15.21%
2 Consumer Staples 13.46%
3 Energy 12.64%
4 Industrials 10.93%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 3.39%
103,877
+1,697
2
$10.4M 3.38%
160,198
-3,494
3
$10.3M 3.35%
98,765
+500
4
$8.94M 2.9%
104,307
-1,141
5
$8.64M 2.8%
96,725
-1,230
6
$8.58M 2.78%
72,744
+1,371
7
$7.75M 2.52%
145,376
+1,877
8
$7.31M 2.37%
86,004
-4,876
9
$7.23M 2.35%
170,703
+574
10
$6.29M 2.04%
85,597
+1,337
11
$6.06M 1.97%
209,654
+2,521
12
$6.02M 1.95%
71,356
+1,883
13
$5.9M 1.91%
75,096
+869
14
$5.75M 1.87%
45,678
+329
15
$5.74M 1.86%
43,928
+785
16
$5.42M 1.76%
233,268
-3,696
17
$4.67M 1.51%
77,865
+2,369
18
$4.38M 1.42%
105,054
+1,967
19
$4.29M 1.39%
33,744
-76
20
$4.13M 1.34%
26,757
+414
21
$4.12M 1.34%
35,235
-1,351
22
$4.07M 1.32%
83,169
+361
23
$3.99M 1.29%
44,253
-10
24
$3.93M 1.27%
37,871
+871
25
$3.86M 1.25%
109,865
+2,064
1
2 3 4 5