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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.26M
3
+$7.92M
4
PEP icon
PepsiCo
PEP
+$7.72M
5
DIS icon
Walt Disney
DIS
+$6.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.4%
2 Communication Services 14.46%
3 Energy 11.76%
4 Technology 10.68%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.28%
+59,378
27
$2.89M 1.24%
+59,581
28
$2.85M 1.22%
+51,137
29
$2.83M 1.21%
+24,549
30
$2.75M 1.18%
+24,557
31
$2.7M 1.16%
+76,641
32
$2.67M 1.14%
+24,583
33
$2.4M 1.03%
+36,472
34
$2.38M 1.02%
+58,313
35
$2.35M 1.01%
+23,780
36
$2.32M 0.99%
+73,260
37
$2.3M 0.99%
+78,483
38
$2.24M 0.96%
+102,871
39
$2.2M 0.94%
+22,774
40
$2.19M 0.94%
+291,675
41
$2.17M 0.93%
+53,695
42
$2.09M 0.9%
+23,324
43
$2.04M 0.87%
+23,566
44
$1.94M 0.83%
+32,116
45
$1.94M 0.83%
+23,855
46
$1.92M 0.82%
+55,049
47
$1.88M 0.81%
+50,016
48
$1.66M 0.71%
+33,224
49
$1.6M 0.69%
+30,288
50
$1.56M 0.67%
+58,866
1
2
3 4 5