BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+13.03%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$507M
AUM Growth
+$62.3M
(+14%)
Cap. Flow
+$8.39M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
25.48%
Holding
194
New
19
Increased
35
Reduced
61
Closed
15
Top Buys
| 1 |
Linde
LIN
|
$6.07M |
| 2 |
Cisco
CSCO
|
$5.85M |
| 3 |
Wells Fargo
WFC
|
$5.12M |
| 4 |
CVS Health
CVS
|
$4.11M |
| 5 |
Millicom
TIGO
|
$1.48M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$7.18M |
| 2 |
Sabre
SABR
|
$3.53M |
| 3 |
CERN
Cerner Corp
CERN
|
$1.38M |
| 4 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$1.2M |
| 5 |
FRC
First Republic Bank
FRC
|
$897K |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 13.5% |
| 3 | Healthcare | 12.9% |
| 4 | Communication Services | 12.67% |
| 5 | Consumer Staples | 10% |
