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
$509M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$548K
3
+$381K
4
CLBK icon
Columbia Financial
CLBK
+$347K
5
PXD
Pioneer Natural Resource Co.
PXD
+$344K

Top Sells

1
+$811K
2
+$600K
3
+$390K
4
BBWI icon
Bath & Body Works
BBWI
+$369K
5
PM icon
Philip Morris
PM
+$292K

Sector Composition

1 Financials 16.96%
2 Communication Services 13.84%
3 Technology 13.36%
4 Healthcare 11.94%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.05%
24,279
152
$258K 0.05%
17,345
+700
153
$257K 0.05%
8,689
154
$254K 0.05%
2,880
155
$252K 0.05%
3,450
156
$250K 0.05%
6,450
157
$246K 0.05%
9,300
158
$245K 0.05%
4,758
-200
159
$244K 0.05%
9,196
160
$240K 0.05%
5,517
161
$237K 0.05%
6,000
162
$237K 0.05%
7,544
163
$233K 0.05%
1,550
164
$231K 0.05%
4,849
165
$230K 0.05%
4,652
166
$227K 0.04%
14,766
167
$225K 0.04%
15,712
168
$224K 0.04%
1,393
169
$222K 0.04%
2,774
170
$221K 0.04%
13,360
171
$219K 0.04%
5,000
172
$219K 0.04%
1,700
173
$217K 0.04%
4,135
-350
174
$217K 0.04%
+8,556
175
$217K 0.04%
7,700
5 6
7
8 9