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
76
$2.27M 0.34%
13,787
77
$2.25M 0.34%
40,809
+5,804
78
$2.21M 0.33%
89,577
-2,000
79
$2.18M 0.33%
+9,836
80
$2.12M 0.32%
+171,144
81
$2.11M 0.32%
17,843
+500
82
$2.1M 0.32%
16,208
83
$2.09M 0.31%
11,382
+1,446
84
$2.02M 0.3%
11,227
+337
85
$2.02M 0.3%
1,705
86
$2.01M 0.3%
6,249
87
$1.98M 0.3%
22,820
+8,580
88
$1.91M 0.29%
8,835
+5,538
89
$1.88M 0.28%
22,903
-850
90
$1.86M 0.28%
54,710
-977
91
$1.82M 0.27%
10,800
+9,250
92
$1.77M 0.27%
+14,366
93
$1.74M 0.26%
18,561
+2,785
94
$1.68M 0.25%
72,801
+13,590
95
$1.66M 0.25%
23,319
+6,167
96
$1.62M 0.24%
51,315
-483
97
$1.52M 0.23%
27,463
+5,353
98
$1.44M 0.22%
80,963
+9,669
99
$1.4M 0.21%
+18,375
100
$1.37M 0.21%
+50,163
2 3
4
5 6