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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1.27%
28,165
+577
27
$3.78M 1.24%
+42,029
28
$3.71M 1.22%
37,612
+4,290
29
$3.63M 1.19%
54,293
+8,851
30
$3.6M 1.18%
45,663
+1,368
31
$3.5M 1.15%
38,076
-200
32
$3.45M 1.14%
128,012
+6,531
33
$3.42M 1.12%
78,589
-598
34
$3.36M 1.1%
25,955
+729
35
$3.32M 1.09%
30,607
+1,443
36
$3.3M 1.08%
58,753
+832
37
$3.29M 1.08%
46,745
+942
38
$3.23M 1.06%
53,057
+4,208
39
$3.21M 1.05%
23,130
+1,910
40
$3.11M 1.02%
42,759
+2,099
41
$3.1M 1.02%
76,133
+1,877
42
$3.09M 1.01%
31,271
+1,972
43
$3.06M 1.01%
76,209
+5,026
44
$3.05M 1%
86,213
45
$2.91M 0.96%
28,597
+1,110
46
$2.89M 0.95%
65,126
+1,692
47
$2.31M 0.76%
76,552
+3,520
48
$2.3M 0.75%
38,791
+3,413
49
$2.27M 0.75%
13,077
+1,518
50
$2.21M 0.73%
46,012
+4,340
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