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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.78%
32,281
-800
52
$3.35M 0.75%
1,944
+52
53
$3.26M 0.73%
45,615
54
$3.25M 0.73%
34,379
+1,467
55
$3.17M 0.71%
87,986
-5,667
56
$2.87M 0.64%
16,686
+2,226
57
$2.75M 0.62%
25,285
-766
58
$2.63M 0.59%
50,531
-1,448
59
$2.56M 0.58%
61,804
-317
60
$2.54M 0.57%
101,643
-1,358
61
$2.44M 0.55%
70,383
-5,981
62
$2.22M 0.5%
96,252
-442
63
$2.21M 0.5%
78,595
-2,283
64
$2.18M 0.49%
21,588
-1,359
65
$2.11M 0.48%
14,047
-300
66
$1.77M 0.4%
1,706
67
$1.74M 0.39%
40,393
-7,386
68
$1.68M 0.38%
6,860
69
$1.68M 0.38%
16,408
70
$1.66M 0.37%
23,923
+80
71
$1.65M 0.37%
17,343
-80
72
$1.65M 0.37%
11,040
73
$1.64M 0.37%
11,879
+60
74
$1.57M 0.35%
40,448
-2,410
75
$1.53M 0.34%
5
1 2
3
4 5