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
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 3.04%
96,346
-392
2
$11.8M 2.81%
303,037
-3,881
3
$10.6M 2.54%
100,135
-1,804
4
$10.3M 2.45%
88,895
-700
5
$10.1M 2.41%
83,088
-873
6
$9.54M 2.27%
264,840
-1,412
7
$9.48M 2.26%
80,758
+384
8
$8.88M 2.12%
109,997
-192
9
$8.75M 2.09%
126,977
+858
10
$8.19M 1.95%
182,503
+3,169
11
$7.89M 1.88%
98,551
+696
12
$7.49M 1.79%
119,298
-3,025
13
$7.24M 1.73%
83,065
-689
14
$7.11M 1.7%
47,088
-169
15
$7.05M 1.68%
82,288
-1,210
16
$7.01M 1.67%
35,461
-1,002
17
$6.42M 1.53%
41,917
+402
18
$6.39M 1.52%
63,877
-163
19
$6.33M 1.51%
96,058
-1,354
20
$6.25M 1.49%
36,916
+586
21
$6.21M 1.48%
42,741
+361
22
$5.98M 1.43%
77,184
+3,345
23
$5.78M 1.38%
202,677
-1,663
24
$5.74M 1.37%
123,400
-20
25
$5.35M 1.28%
51,289
+515
1
2 3 4 5