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
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.77%
65,611
-700
52
$5M 0.75%
83,181
-1,008
53
$4.99M 0.75%
99,630
-495
54
$4.68M 0.7%
83,989
+6,040
55
$4.61M 0.69%
76,480
-2,603
56
$4.49M 0.67%
21,674
+999
57
$4.42M 0.66%
34,163
-228
58
$4.34M 0.65%
11,593
+4,733
59
$4.22M 0.63%
52,047
+6,000
60
$4.07M 0.61%
54,801
+427
61
$4.05M 0.61%
13
+8
62
$3.88M 0.58%
73,662
-870
63
$3.77M 0.57%
110,226
+35,746
64
$3.47M 0.52%
24,934
+5,201
65
$3.38M 0.51%
99,209
+37,405
66
$3.37M 0.51%
98,839
+4,009
67
$3.24M 0.49%
42,801
+31,336
68
$3.21M 0.48%
19,873
+10,545
69
$3M 0.45%
27,270
+22,034
70
$2.98M 0.45%
21,650
+17,153
71
$2.96M 0.44%
58,377
+10,644
72
$2.81M 0.42%
22,205
+19,286
73
$2.71M 0.41%
69,548
-3,925
74
$2.29M 0.34%
14,127
+2,079
75
$2.29M 0.34%
22,483
1 2
3
4 5