BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+2.79%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$233M
AUM Growth
–
Cap. Flow
+$233M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
131
New
131
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.02M |
| 2 |
Johnson & Johnson
JNJ
|
$8.26M |
| 3 |
DISH
DISH Network Corp.
DISH
|
$7.92M |
| 4 |
PepsiCo
PEP
|
$7.73M |
| 5 |
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% |
