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
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$548K
3
+$381K
4
CLBK icon
Columbia Financial
CLBK
+$347K
5
PXD
Pioneer Natural Resource Co.
PXD
+$344K

Top Sells

1
+$811K
2
+$600K
3
+$390K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$292K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.84%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.8M 1.34%
60,235
+166
27
$6.63M 1.3%
79,616
-476
28
$6.57M 1.29%
84,937
+2,130
29
$6.46M 1.27%
111,345
+471
30
$6.38M 1.25%
427,312
-3,171
31
$6.28M 1.23%
77,067
-3,584
32
$6.2M 1.22%
80,386
+231
33
$6.16M 1.21%
64,131
+739
34
$6.08M 1.19%
81,181
+945
35
$6.07M 1.19%
45,390
+267
36
$5.77M 1.13%
58,678
+1,684
37
$5.71M 1.12%
93,653
-6,409
38
$5.7M 1.12%
74,387
+4,133
39
$5.57M 1.09%
34,647
+102
40
$5.42M 1.07%
67,431
-1,908
41
$5.02M 0.99%
34,376
+574
42
$4.87M 0.96%
192,146
-4,313
43
$4.85M 0.95%
97,861
+1,305
44
$4.74M 0.93%
40,568
+636
45
$4.64M 0.91%
60,239
+3,639
46
$4.62M 0.91%
20,618
+963
47
$4.52M 0.89%
95,532
+690
48
$4.38M 0.86%
79,692
+3,177
49
$4.27M 0.84%
63,056
+1,307
50
$4.25M 0.83%
162,808
+2,567
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