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
$233M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$9.02M
2 +$8.26M
3 +$7.92M
4
PEP icon
PepsiCo
PEP
+$7.72M
5
DIS icon
Walt Disney
DIS
+$6.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.4%
2 Communication Services 14.46%
3 Energy 11.76%
4 Technology 10.68%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$188K 0.08%
+14,150
127
$169K 0.07%
+10,012
128
$164K 0.07%
+13,961
129
$147K 0.06%
+46,763
130
$111K 0.05%
+12,207
131
$70K 0.03%
+10,000