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
$1.06B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$9.45M
4
ETN icon
Eaton
ETN
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$8.61M
2
+$5.73M
3
+$5.52M
4
KO icon
Coca-Cola
KO
+$1.49M
5
EMR icon
Emerson Electric
EMR
+$1.27M

Sector Composition

1 Technology 19.02%
2 Financials 15.71%
3 Healthcare 12.71%
4 Consumer Discretionary 11.54%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.8M 5.16%
130,252
-208
2
$54M 5.08%
314,991
-7,129
3
$33.2M 3.13%
69,032
-663
4
$30.2M 2.84%
167,280
+6,901
5
$24M 2.26%
57,166
-1
6
$23.3M 2.19%
175,750
-770
7
$23.2M 2.19%
31,703
+635
8
$23.2M 2.18%
308,565
-7,215
9
$20.9M 1.97%
138,768
+634
10
$20.9M 1.97%
162,718
-1,053
11
$20.7M 1.94%
135,709
-3,811
12
$20.5M 1.93%
155,164
-378
13
$19.3M 1.81%
165,743
+3,028
14
$19.2M 1.81%
121,402
+3,459
15
$19.2M 1.8%
118,065
-208
16
$18.2M 1.71%
90,900
+184
17
$16.9M 1.59%
166,404
+7,307
18
$16.8M 1.58%
172,325
+1,843
19
$16.3M 1.53%
33,488
-11,792
20
$15.7M 1.48%
128,288
+70
21
$15.3M 1.44%
97,291
+3,417
22
$14.8M 1.39%
340,876
+7,131
23
$14.6M 1.37%
57,324
-3,586
24
$14.5M 1.36%
55,983
-56
25
$14.5M 1.36%
40,533
+341
1
2 3 4 5