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
$300M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$557K
3
+$218K
4
PSX icon
Phillips 66
PSX
+$210K
5
BWA icon
BorgWarner
BWA
+$207K

Top Sells

1
+$4.55M
2
+$4.43M
3
+$3.07M
4
UL icon
Unilever
UL
+$3.01M
5
VOD icon
Vodafone
VOD
+$1.36M

Sector Composition

1 Communication Services 13.5%
2 Technology 13.07%
3 Consumer Staples 12.63%
4 Financials 11.44%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-6,828
154
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-13,025
155
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-17,781
156
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-115,271
157
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-29,834
158
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-2,534
159
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-44,513
160
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-6,369
3 4 5 6
7