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
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$543K 0.08%
9,324
+968
127
$541K 0.08%
22,737
-6,518
128
$519K 0.08%
4,647
129
$504K 0.08%
+44,959
130
$489K 0.07%
12,876
+2,571
131
$462K 0.07%
2,686
+650
132
$455K 0.07%
+7,589
133
$454K 0.07%
25,085
+8,100
134
$452K 0.07%
8,208
+3,850
135
$447K 0.07%
4,661
+1,887
136
$444K 0.07%
4,155
+1,275
137
$430K 0.06%
6,440
138
$426K 0.06%
1,436
-113
139
$420K 0.06%
2,484
140
$418K 0.06%
19,900
+4,500
141
$417K 0.06%
1,011
142
$409K 0.06%
2,706
+1,200
143
$396K 0.06%
1,991
144
$384K 0.06%
+6,210
145
$382K 0.06%
14,570
+3,860
146
$381K 0.06%
+13,607
147
$374K 0.06%
2,669
+215
148
$367K 0.06%
10,200
+2,700
149
$367K 0.06%
11,486
150
$356K 0.05%
12,167
4 5
6
7 8