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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.16%
365
-3
102
$437K 0.14%
11,663
-676
103
$422K 0.14%
+3,657
104
$397K 0.13%
7,737
+1,500
105
$394K 0.13%
5,129
+761
106
$393K 0.13%
3,680
107
$381K 0.13%
17,619
+3,660
108
$376K 0.12%
1,769
+180
109
$367K 0.12%
288
110
$359K 0.12%
2,000
111
$357K 0.12%
14,648
112
$357K 0.12%
4,007
113
$354K 0.12%
13,784
+238
114
$342K 0.11%
4,114
115
$340K 0.11%
1,774
-75
116
$336K 0.11%
8,190
-400
117
$319K 0.1%
3,394
+200
118
$306K 0.1%
5,958
-200
119
$297K 0.1%
11,420
120
$290K 0.1%
7,410
-167
121
$290K 0.1%
3,773
+1,100
122
$287K 0.09%
46,970
+600
123
$286K 0.09%
4,652
124
$281K 0.09%
6,828
125
$258K 0.08%
15,310
+625
3 4
5
6 7