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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$313K 0.07%
6,440
127
$310K 0.07%
15,400
+2,500
128
$309K 0.07%
3,583
-150
129
$297K 0.07%
12,023
130
$296K 0.07%
2,077
131
$288K 0.06%
1,011
+31
132
$287K 0.06%
2,454
133
$266K 0.06%
3,478
134
$266K 0.06%
5,082
135
$263K 0.06%
2,024
136
$263K 0.06%
19,799
+3,735
137
$258K 0.06%
1,956
138
$258K 0.06%
20,280
139
$251K 0.06%
27,469
140
$248K 0.06%
4,224
141
$244K 0.05%
7,500
+1,500
142
$244K 0.05%
24,279
143
$239K 0.05%
2,774
144
$238K 0.05%
5,210
145
$236K 0.05%
4,410
146
$236K 0.05%
3,450
147
$231K 0.05%
1,550
148
$230K 0.05%
+10,710
149
$228K 0.05%
17,746
+4,000
150
$228K 0.05%
872
4 5
6
7 8