BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+7.15%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$509M
AUM Growth
+$32.2M
(+6.7%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
24.83%
Holding
201
New
5
Increased
58
Reduced
53
Closed
8
Top Buys
| 1 |
Home Depot
HD
|
$649K |
| 2 |
D.R. Horton
DHI
|
$548K |
| 3 |
McDonald's
MCD
|
$381K |
| 4 |
Columbia Financial
CLBK
|
$347K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$344K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$811K |
| 2 |
Kraft Heinz
KHC
|
$600K |
| 3 |
Schlumberger
SLB
|
$390K |
| 4 |
Bath & Body Works
BBWI
|
$369K |
| 5 |
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% |
