BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+3.67%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$477M
AUM Growth
+$20.4M
(+4.5%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
200
New
15
Increased
56
Reduced
56
Closed
4
Top Buys
| 1 |
Home Depot
HD
|
$1.17M |
| 2 |
D.R. Horton
DHI
|
$951K |
| 3 |
Texas Instruments
TXN
|
$819K |
| 4 |
Emerson Electric
EMR
|
$687K |
| 5 |
Sabre
SABR
|
$502K |
Top Sells
| 1 |
Kraft Heinz
KHC
|
$970K |
| 2 |
Bath & Body Works
BBWI
|
$814K |
| 3 |
Lowe's Companies
LOW
|
$547K |
| 4 |
Bristol-Myers Squibb
BMY
|
$334K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$277K |
Sector Composition
| 1 | Financials | 16.95% |
| 2 | Communication Services | 14.37% |
| 3 | Technology | 12.87% |
| 4 | Healthcare | 11.13% |
| 5 | Consumer Staples | 9.99% |
