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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.35%
117,150
+5,805
27
$5.95M 1.34%
46,101
+711
28
$5.73M 1.29%
30,837
+150
29
$5.71M 1.28%
65,738
+1,607
30
$5.59M 1.26%
60,476
-422
31
$5.46M 1.23%
60,043
+1,365
32
$5.38M 1.21%
86,339
+1,402
33
$5.28M 1.19%
83,222
+2,836
34
$5.12M 1.15%
429,435
+2,123
35
$5.09M 1.14%
76,201
-866
36
$4.79M 1.08%
80,242
+5,855
37
$4.73M 1.06%
54,221
+850
38
$4.63M 1.04%
34,666
+290
39
$4.61M 1.04%
98,211
+2,679
40
$4.59M 1.03%
63,012
-44
41
$4.52M 1.02%
100,801
+2,940
42
$4.51M 1.02%
80,309
+1,685
43
$4.48M 1.01%
67,431
44
$4.4M 0.99%
84,167
+4,475
45
$4.28M 0.96%
65,093
+4,854
46
$4.01M 0.9%
185,997
-6,149
47
$3.99M 0.9%
40,932
+364
48
$3.53M 0.79%
162,979
+171
49
$3.52M 0.79%
32,640
+2,111
50
$3.47M 0.78%
20,764
+146
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