BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
-18.89%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$564M
AUM Growth
-$150M
(-21%)
Cap. Flow
+$2M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
27.92%
Holding
208
New
6
Increased
51
Reduced
83
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
$6.91M |
| 2 |
Stryker
SYK
|
$3.64M |
| 3 |
Adobe
ADBE
|
$1.14M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$923K |
| 5 |
Roper Technologies
ROP
|
$902K |
Top Sells
| 1 |
Cognizant
CTSH
|
$4.2M |
| 2 |
eBay
EBAY
|
$2.09M |
| 3 |
DuPont de Nemours
DD
|
$540K |
| 4 |
Apple
AAPL
|
$538K |
| 5 |
Microsoft
MSFT
|
$442K |
Sector Composition
| 1 | Financials | 17.05% |
| 2 | Technology | 15.63% |
| 3 | Healthcare | 14.32% |
| 4 | Consumer Staples | 12.3% |
| 5 | Communication Services | 11.28% |
