BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
+6.43%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$324M
AUM Growth
+$324M
(+6.7%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
26.01%
Holding
150
New
7
Increased
58
Reduced
41
Closed
2
Top Buys
| 1 |
Comcast
CMCSA
|
$8.52M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.65M |
| 3 |
Synchrony
SYF
|
$1.87M |
| 4 |
Merck
MRK
|
$576K |
| 5 |
Bristol-Myers Squibb
BMY
|
$435K |
Top Sells
| 1 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$8.57M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.35M |
| 3 |
GE Aerospace
GE
|
$1.55M |
| 4 |
Herc Holdings
HRI
|
$345K |
| 5 |
AT&T
T
|
$226K |
Sector Composition
| 1 | Communication Services | 18.95% |
| 2 | Consumer Staples | 15.47% |
| 3 | Financials | 12.73% |
| 4 | Healthcare | 10.5% |
| 5 | Technology | 10.44% |
