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
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$548K
3
+$381K
4
CLBK icon
Columbia Financial
CLBK
+$347K
5
PXD
Pioneer Natural Resource Co.
PXD
+$344K

Top Sells

1
+$811K
2
+$600K
3
+$390K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$292K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.84%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.07%
+20,757
127
$338K 0.07%
+4,403
128
$334K 0.07%
2,454
-28
129
$319K 0.06%
980
130
$317K 0.06%
11,210
131
$314K 0.06%
3,478
132
$311K 0.06%
6,440
-580
133
$302K 0.06%
872
+100
134
$298K 0.06%
27,469
135
$297K 0.06%
12,900
136
$296K 0.06%
2,077
137
$294K 0.06%
2,024
138
$294K 0.06%
1,956
-40
139
$290K 0.06%
5,082
140
$287K 0.06%
4,224
-400
141
$286K 0.06%
3,248
142
$284K 0.06%
20,280
143
$281K 0.06%
16,064
144
$276K 0.05%
31,221
145
$275K 0.05%
5,210
-100
146
$274K 0.05%
4,410
147
$272K 0.05%
2,453
+60
148
$270K 0.05%
14,727
149
$268K 0.05%
4,389
150
$262K 0.05%
1,422
-27
4 5
6
7 8