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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$671K
2 +$317K
3 +$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-697
152
-8,815
153
-26,000