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
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