BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+2.73%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$343M
AUM Growth
+$18.5M
(+5.7%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
25.48%
Holding
161
New
13
Increased
78
Reduced
32
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.02M |
| 2 |
Edwards Lifesciences
EW
|
$1.67M |
| 3 |
Sabre
SABR
|
$1.58M |
| 4 |
Schlumberger
SLB
|
$1.42M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.13M |
Top Sells
| 1 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
$1.78M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$446K |
| 3 |
Nike
NKE
|
$266K |
| 4 |
PepsiCo
PEP
|
$221K |
| 5 |
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% |
