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
$782M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$610K
3
+$546K
4
BP icon
BP
BP
+$453K
5
PM icon
Philip Morris
PM
+$378K

Top Sells

1
+$1.9M
2
+$1.48M
3
+$1.42M
4
TJX icon
TJX Companies
TJX
+$815K
5
T icon
AT&T
T
+$779K

Sector Composition

1 Technology 16.62%
2 Financials 15.66%
3 Healthcare 13.44%
4 Consumer Staples 11.02%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.3M 5.92%
338,576
-13,877
2
$35.8M 4.58%
139,343
+101
3
$22.2M 2.85%
70,501
-846
4
$21.2M 2.71%
119,527
-644
5
$16.6M 2.13%
115,724
-749
6
$16.1M 2.06%
147,380
-5,720
7
$14.8M 1.89%
54,043
-168
8
$14.7M 1.88%
233,847
+1,661
9
$14.3M 1.83%
29,895
-1,242
10
$13.8M 1.76%
180,360
-7,828
11
$13.7M 1.75%
125,760
-220
12
$13.7M 1.75%
324,225
-4,965
13
$13.5M 1.72%
80,831
-1,555
14
$13.2M 1.69%
124,601
-4,299
15
$12.9M 1.65%
89,050
-628
16
$12.8M 1.63%
148,959
+3,015
17
$11.8M 1.52%
301,934
-1,434
18
$11.8M 1.51%
64,691
-816
19
$11.4M 1.46%
122,757
+724
20
$11.3M 1.45%
45,792
+24
21
$11.3M 1.44%
119,334
-3,119
22
$10.9M 1.4%
114,870
-4,075
23
$10.6M 1.35%
60,581
-1,637
24
$10M 1.28%
51,071
+102
25
$9.99M 1.28%
91,923
+300
1
2 3 4 5