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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
M&T Bank
MTB
+$217K

Sector Composition

1 Communication Services 17.93%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.74%
80,646
+3,444
52
$2.51M 0.73%
47,580
+4,427
53
$2.42M 0.71%
83,813
-2,400
54
$2.35M 0.69%
43,691
+1,978
55
$2.35M 0.68%
15,604
+1,687
56
$2.03M 0.59%
32,106
+807
57
$1.97M 0.58%
211,430
+33,342
58
$1.89M 0.55%
61,130
-1,036
59
$1.84M 0.54%
43,984
+2,356
60
$1.84M 0.54%
44,538
+708
61
$1.82M 0.53%
28,584
-100
62
$1.79M 0.52%
74,460
+6,220
63
$1.73M 0.51%
61,909
+576
64
$1.72M 0.5%
15,416
65
$1.67M 0.49%
+47,826
66
$1.61M 0.47%
1,817
67
$1.58M 0.46%
+54,777
68
$1.4M 0.41%
6,993
+25
69
$1.38M 0.4%
41,949
-3,169
70
$1.28M 0.37%
26,489
+1,004
71
$1.27M 0.37%
16,888
72
$1.19M 0.35%
131,750
+6,450
73
$1.19M 0.35%
29,537
-11,081
74
$1.13M 0.33%
+11,210
75
$1.1M 0.32%
34,277
-1,533
1 2
3
4 5