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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$4.23M
3 +$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1 +$6.78M
2 +$6.62M
3 +$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-71,300
152
-79,681
153
-4,330