BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
+3.01%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$371M
AUM Growth
+$371M
(+5.2%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
24.23%
Holding
174
New
17
Increased
79
Reduced
35
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.08M |
| 2 |
Johnson Controls International
JCI
|
$772K |
| 3 |
Booking.com
BKNG
|
$670K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$548K |
| 5 |
Huntington Bancshares
HBAN
|
$392K |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$729K |
| 2 |
Kimberly-Clark
KMB
|
$216K |
| 3 |
General Mills
GIS
|
$204K |
| 4 |
DISH
DISH Network Corp.
DISH
|
$196K |
| 5 |
Vodafone
VOD
|
$169K |
Sector Composition
| 1 | Communication Services | 17.13% |
| 2 | Consumer Staples | 15.02% |
| 3 | Financials | 12.4% |
| 4 | Healthcare | 11.14% |
| 5 | Technology | 10.33% |
