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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.26M
3
+$7.92M
4
PEP icon
PepsiCo
PEP
+$7.72M
5
DIS icon
Walt Disney
DIS
+$6.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.4%
2 Communication Services 14.46%
3 Energy 11.76%
4 Technology 10.68%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.31%
+7,436
77
$724K 0.31%
+25,389
78
$709K 0.3%
+15,824
79
$691K 0.3%
+11,745
80
$690K 0.3%
+7,547
81
$684K 0.29%
+22,225
82
$681K 0.29%
+17,261
83
$674K 0.29%
+4
84
$655K 0.28%
+89,850
85
$629K 0.27%
+11,264
86
$626K 0.27%
+16,888
87
$610K 0.26%
+7,368
88
$593K 0.25%
+21,582
89
$589K 0.25%
+76,155
90
$572K 0.25%
+5,546
91
$568K 0.24%
+72,126
92
$559K 0.24%
+16,010
93
$489K 0.21%
+7,227
94
$485K 0.21%
+16,210
95
$483K 0.21%
+6,249
96
$479K 0.21%
+14,036
97
$444K 0.19%
+5,300
98
$437K 0.19%
+357
99
$431K 0.18%
+16,400
100
$423K 0.18%
+3,555
2 3
4
5 6