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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
M&T Bank
MTB
+$217K

Sector Composition

1 Communication Services 17.93%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.32%
119,300
-200
27
$4.53M 1.32%
75,290
+1,869
28
$4.38M 1.28%
57,388
+1,902
29
$4.32M 1.26%
29,671
+922
30
$4.24M 1.24%
65,747
+679
31
$4.17M 1.22%
112,940
-1,900
32
$4.14M 1.21%
79,303
+447
33
$4.02M 1.17%
+50,199
34
$3.99M 1.16%
26,464
+481
35
$3.79M 1.1%
36,297
+2,859
36
$3.77M 1.1%
59,474
+1,414
37
$3.75M 1.09%
131,264
+1,243
38
$3.59M 1.05%
78,758
+1,764
39
$3.49M 1.02%
31,083
+2,154
40
$3.48M 1.01%
37,906
-170
41
$3.45M 1.01%
47,252
+425
42
$3.44M 1%
81,155
+4,803
43
$3.42M 1%
23,983
+785
44
$3.38M 0.98%
31,786
+1,395
45
$3.31M 0.96%
45,022
+2,300
46
$3.24M 0.95%
56,175
+1,902
47
$3.16M 0.92%
47,827
+2,714
48
$2.91M 0.85%
44,602
+1,000
49
$2.75M 0.8%
72,821
+5,377
50
$2.7M 0.79%
70,378
+6,714
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