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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.26M
3
+$7.92M
4
PEP icon
PepsiCo
PEP
+$7.72M
5
DIS icon
Walt Disney
DIS
+$6.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.4%
2 Communication Services 14.46%
3 Energy 11.76%
4 Technology 10.68%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.66%
+63,189
52
$1.48M 0.64%
+27,213
53
$1.42M 0.61%
+35,197
54
$1.41M 0.6%
+52,572
55
$1.29M 0.55%
+17,269
56
$1.26M 0.54%
+9,244
57
$1.25M 0.54%
+33,566
58
$1.2M 0.51%
+14,416
59
$1.15M 0.49%
+25,749
60
$1.13M 0.49%
+102,703
61
$1.12M 0.48%
+27,181
62
$1.07M 0.46%
+24,090
63
$1.07M 0.46%
+17,454
64
$1.02M 0.44%
+1,942
65
$979K 0.42%
+29,834
66
$964K 0.41%
+27,631
67
$964K 0.41%
+27,543
68
$963K 0.41%
+15,936
69
$926K 0.4%
+5,771
70
$828K 0.35%
+36,757
71
$797K 0.34%
+23,643
72
$784K 0.34%
+22,719
73
$759K 0.33%
+25,042
74
$745K 0.32%
+10,261
75
$731K 0.31%
+11,524
1 2
3
4 5