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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.08%
5,319
127
$228K 0.08%
+8,698
128
$223K 0.07%
6,575
129
$220K 0.07%
+3,275
130
$218K 0.07%
1,787
-250
131
$216K 0.07%
+3,766
132
$216K 0.07%
+8,974
133
$212K 0.07%
5,150
134
$210K 0.07%
22,200
-2,050
135
$204K 0.07%
+1,918
136
$202K 0.07%
7,102
137
$165K 0.05%
12,610
-1,000
138
$161K 0.05%
10,012
139
$159K 0.05%
11,189
-1,044
140
$150K 0.05%
11,597
141
$142K 0.05%
13,096
142
$117K 0.04%
11,585
+1,100
143
$9K ﹤0.01%
10,000
144
– –
-2,600
145
– –
-20,000
146
– –
-1,287
147
– –
-13,130
148
– –
-4,250
149
– –
-5,512
150
– –
-2,275
3 4 5
6
7