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
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.19%
28,854
+4,181
102
$1.2M 0.18%
2,300
103
$1.19M 0.18%
26,647
+5,878
104
$1.15M 0.17%
29,061
+4,350
105
$1.13M 0.17%
+6,175
106
$1.09M 0.16%
26,752
-575
107
$1.09M 0.16%
22,372
-1,760
108
$1.05M 0.16%
20,395
109
$1.02M 0.15%
12,237
+1,800
110
$993K 0.15%
25,059
-6,728
111
$970K 0.15%
+3,512
112
$865K 0.13%
6,880
-40
113
$821K 0.12%
17,222
+669
114
$786K 0.12%
9,153
+221
115
$750K 0.11%
6,021
116
$711K 0.11%
113,062
+97,767
117
$694K 0.1%
5,804
+735
118
$673K 0.1%
13,957
-1,050
119
$650K 0.1%
7,510
120
$649K 0.1%
9,946
+5,722
121
$613K 0.09%
+17,175
122
$607K 0.09%
5,203
+1,000
123
$583K 0.09%
13,280
124
$580K 0.09%
4,180
+500
125
$552K 0.08%
19,751
-2,786
3 4
5
6 7