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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
M&T Bank
MTB
+$217K

Sector Composition

1 Communication Services 17.93%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.32%
18,169
+95
77
$1.08M 0.31%
16,335
78
$1.06M 0.31%
5
79
$1.05M 0.31%
11,524
80
$1.04M 0.3%
10,464
-369
81
$1.02M 0.3%
17,439
-1,400
82
$1.01M 0.29%
30,686
-576
83
$991K 0.29%
10,966
84
$980K 0.29%
23,157
+400
85
$948K 0.28%
88,423
+6,355
86
$888K 0.26%
19,960
-200
87
$878K 0.26%
26,487
+600
88
$866K 0.25%
10,626
89
$855K 0.25%
15,148
+3,676
90
$853K 0.25%
6,671
+300
91
$852K 0.25%
6,118
+359
92
$830K 0.24%
28,834
-752
93
$798K 0.23%
13,047
+610
94
$789K 0.23%
20,795
95
$732K 0.21%
9,245
+300
96
$732K 0.21%
26,721
-55
97
$723K 0.21%
20,592
-583
98
$606K 0.18%
16,332
-1,510
99
$585K 0.17%
5,650
100
$573K 0.17%
69,330
2 3
4
5 6