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
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.23M 1.24%
89,185
+815
27
$8.13M 1.22%
78,469
+578
28
$7.58M 1.14%
124,080
+3,720
29
$7.53M 1.13%
112,579
+31,498
30
$7.5M 1.13%
46,435
+673
31
$7.41M 1.11%
67,346
+5,124
32
$7.32M 1.1%
148,088
+19,379
33
$6.92M 1.04%
57,769
+16,816
34
$6.59M 0.99%
127,814
+28,746
35
$6.52M 0.98%
59,997
+437
36
$6.41M 0.96%
33,108
-157
37
$6.37M 0.96%
79,341
+16,628
38
$6.31M 0.95%
442,064
+95,853
39
$6.15M 0.92%
+282,944
40
$5.87M 0.88%
67,068
+597
41
$5.82M 0.87%
102,086
+15,780
42
$5.69M 0.85%
90,192
+3,756
43
$5.6M 0.84%
111,023
+3,195
44
$5.59M 0.84%
195,458
+27,528
45
$5.58M 0.84%
92,428
+12,066
46
$5.53M 0.83%
57,213
+1,012
47
$5.53M 0.83%
72,780
-1,040
48
$5.49M 0.83%
33,776
+182
49
$5.44M 0.82%
23,453
+5,603
50
$5.33M 0.8%
18,496
+1,610
1
2
3 4 5