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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.71%
44,202
-400
52
$1.94M 0.64%
43,869
+2,681
53
$1.9M 0.62%
+61,117
54
$1.82M 0.6%
171,388
+6,162
55
$1.79M 0.59%
60,058
+7,597
56
$1.75M 0.57%
50,054
-1,789
57
$1.71M 0.56%
118,800
+1,650
58
$1.69M 0.56%
27,583
+398
59
$1.56M 0.51%
15,416
60
$1.56M 0.51%
32,357
-784
61
$1.55M 0.51%
28,484
-50
62
$1.53M 0.5%
29,790
-285
63
$1.5M 0.49%
31,725
+9,063
64
$1.48M 0.49%
60,563
-67,420
65
$1.46M 0.48%
1,817
66
$1.36M 0.45%
41,495
-31,966
67
$1.33M 0.44%
18,004
+1,035
68
$1.27M 0.42%
+40,213
69
$1.2M 0.4%
37,877
-871
70
$1.16M 0.38%
6,968
+300
71
$1.11M 0.37%
31,262
-2,282
72
$1.1M 0.36%
20,189
-1,340
73
$1.07M 0.35%
82,068
+760
74
$1.05M 0.35%
16,888
75
$976K 0.32%
5
1 2
3
4 5