BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+19.85%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$678M
AUM Growth
+$114M
(+20%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
28.15%
Holding
618
New
427
Increased
34
Reduced
112
Closed
1
Top Buys
| 1 |
Union Pacific
UNP
|
$2.19M |
| 2 |
Roper Technologies
ROP
|
$1.41M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.15M |
| 4 |
RTX Corp
RTX
|
$1.06M |
| 5 |
Adobe
ADBE
|
$936K |
Top Sells
| 1 |
Apple
AAPL
|
$996K |
| 2 |
CF Bankshares
CFBK
|
$682K |
| 3 |
Procter & Gamble
PG
|
$632K |
| 4 |
Sensata Technologies
ST
|
$565K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$535K |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Financials | 16.42% |
| 3 | Healthcare | 12.89% |
| 4 | Communication Services | 11.33% |
| 5 | Consumer Staples | 10.68% |
