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
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$548K
3
+$381K
4
CLBK icon
Columbia Financial
CLBK
+$347K
5
PXD
Pioneer Natural Resource Co.
PXD
+$344K

Top Sells

1
+$811K
2
+$600K
3
+$390K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$292K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.84%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$847K 0.17%
8,460
+2,000
102
$825K 0.16%
16,968
103
$732K 0.14%
23,391
+150
104
$633K 0.12%
12,314
-358
105
$603K 0.12%
3,394
106
$567K 0.11%
7,810
107
$562K 0.11%
6,140
108
$548K 0.11%
5,336
-500
109
$546K 0.11%
14,682
+985
110
$536K 0.11%
12,169
-352
111
$514K 0.1%
4,644
-200
112
$500K 0.1%
14,259
113
$458K 0.09%
57,450
-450
114
$450K 0.09%
1,549
115
$446K 0.09%
2,924
+100
116
$421K 0.08%
3,733
117
$415K 0.08%
3,680
-80
118
$413K 0.08%
19,019
-1,413
119
$395K 0.08%
11,948
120
$389K 0.08%
9,276
+4
121
$385K 0.08%
12,023
122
$377K 0.07%
5,319
123
$372K 0.07%
2,331
+104
124
$359K 0.07%
14,889
125
$348K 0.07%
21,397
3 4
5
6 7