BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$563K
3
+$365K
4
PXD
Pioneer Natural Resource Co.
PXD
+$353K
5
META icon
Meta Platforms (Facebook)
META
+$352K

Top Sells

1
+$736K
2
+$651K
3
+$413K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$294K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.92%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.36%
42,858
-2,755
77
$1.78M 0.35%
27,676
+233
78
$1.75M 0.34%
32,349
-2,129
79
$1.68M 0.33%
27,019
-3,934
80
$1.61M 0.32%
26,697
+150
81
$1.6M 0.31%
5
82
$1.58M 0.31%
11,282
83
$1.55M 0.31%
10,236
84
$1.54M 0.3%
6,249
85
$1.52M 0.3%
61,674
86
$1.45M 0.29%
9,628
87
$1.44M 0.28%
72,294
+1,164
88
$1.36M 0.27%
36,149
-1,653
89
$1.26M 0.25%
25,312
90
$1.25M 0.25%
13,245
-200
91
$1.18M 0.23%
16,676
+2,032
92
$1.17M 0.23%
6,703
+1,976
93
$1.15M 0.23%
25,184
-600
94
$1.02M 0.2%
20,395
95
$950K 0.19%
22,110
+23
96
$935K 0.18%
2,511
-25
97
$909K 0.18%
5,161
-11
98
$905K 0.18%
10,437
99
$899K 0.18%
18,594
-4,460
100
$859K 0.17%
30,505
2 3
4
5 6