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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$544K 0.16%
6,249
102
$489K 0.14%
3,657
103
$479K 0.14%
7,987
+250
104
$478K 0.14%
2,133
+189
105
$462K 0.13%
340
-25
106
$436K 0.13%
3,680
107
$431K 0.13%
+5,065
108
$424K 0.12%
2,075
+75
109
$413K 0.12%
5,053
-150
110
$410K 0.12%
30,389
111
$397K 0.12%
11,663
112
$394K 0.11%
14,780
+132
113
$385K 0.11%
16,959
+1,350
114
$368K 0.11%
3,394
115
$368K 0.11%
292
+4
116
$353K 0.1%
6,554
-1,040
117
$350K 0.1%
13,784
118
$328K 0.1%
6,995
+167
119
$326K 0.1%
3,793
+70
120
$318K 0.09%
50,470
+1,000
121
$307K 0.09%
7,790
122
$304K 0.09%
6,010
123
$303K 0.09%
3,707
-300
124
$302K 0.09%
3,714
125
$296K 0.09%
10,517
-865
3 4
5
6 7