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
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$548K
3
+$381K
4
CLBK icon
Columbia Financial
CLBK
+$347K
5
PXD
Pioneer Natural Resource Co.
PXD
+$344K

Top Sells

1
+$811K
2
+$600K
3
+$390K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$292K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.84%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.82%
78,624
+1,020
52
$3.96M 0.78%
30,529
+795
53
$3.77M 0.74%
26,051
-606
54
$3.75M 0.74%
1,892
+19
55
$3.68M 0.72%
103,001
-7,152
56
$3.53M 0.69%
32,912
+2,216
57
$3.37M 0.66%
33,081
-150
58
$3.23M 0.63%
51,979
-4,581
59
$3.22M 0.63%
76,364
+13,000
60
$3.21M 0.63%
45,615
-332
61
$3M 0.59%
14,460
+3,133
62
$2.86M 0.56%
96,694
-4,706
63
$2.69M 0.53%
14,347
-110
64
$2.67M 0.52%
80,878
-319
65
$2.63M 0.52%
47,779
-10,895
66
$2.6M 0.51%
62,121
+317
67
$2.33M 0.46%
22,947
-57
68
$2.25M 0.44%
16,408
69
$2.18M 0.43%
6,860
70
$2.11M 0.41%
67,895
-382
71
$2.03M 0.4%
1,706
72
$1.99M 0.39%
11,040
73
$1.92M 0.38%
11,819
74
$1.85M 0.36%
17,423
-50
75
$1.85M 0.36%
23,843
+552
1 2
3
4 5