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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
M&T Bank
MTB
+$217K

Sector Composition

1 Communication Services 17.93%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.08%
10,432
-5,395
127
$264K 0.08%
5,319
128
$255K 0.07%
8,744
129
$253K 0.07%
6,575
130
$253K 0.07%
14,530
+625
131
$244K 0.07%
8,808
+735
132
$244K 0.07%
3,478
133
$244K 0.07%
5,260
+110
134
$242K 0.07%
1,989
+35
135
$236K 0.07%
6,620
+620
136
$236K 0.07%
5,958
137
$227K 0.07%
+4,315
138
$224K 0.07%
+3,800
139
$222K 0.06%
8,598
-376
140
$215K 0.06%
3,801
141
$210K 0.06%
+1,287
142
$210K 0.06%
1,029
-145
143
$201K 0.06%
+2,489
144
$200K 0.06%
+2,509
145
$200K 0.06%
+1,456
146
$177K 0.05%
10,012
147
$170K 0.05%
17,625
+2,490
148
$169K 0.05%
11,189
149
$157K 0.05%
11,597
150
$138K 0.04%
+10,435
3 4 5
6
7